Lifestyle & Mindset
The Hidden Cost of Medicare Plan Loyalty
Your Medicare supplement premium went up. Before you just pay it, do the math on what loyalty is really costing you.
The American Retirement Advisor — News & Insights
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Retirement Income
Investing Peacefully in Turbulent Times: Why Retirees Should Consider Fixed Indexed Annuities
For seniors facing market anxiety, Fixed Indexed Annuities offer growth potential without the risk of losing your principal—even when markets tank.
Lifestyle & Mindset
Fiscal Fridays Is Here: A Live Retirement Show Like Nothing You've Seen Before
Tomorrow morning, the cameras roll on a brand new live retirement show in Scottsdale. Here's what to expect from Fiscal Fridays.
Retirement Income
How a Roth Conversion Affects Your Social Security Tax and Medicare Premium
A $150,000 Roth conversion saved one couple a fortune in future taxes. It also triggered $4,600 in Medicare surcharges they never saw coming.
Lifestyle & Mindset
Making the Most of Summer Visitors in Retirement
Your visitors, whether family or friends, are what make you...you! Here's how to create memorable experiences together.
Medicare & Healthcare
The Math Most City of Scottsdale Employees Never Run Before They Retire
You've spent 20 years serving the city. But most Scottsdale employees never compare their ASRS group Medicare Advantage plan to what's available on the open market. The numbers surprise almost everyone.
Trusted by 14,000+ Families
“My full trust is in you folks and always has been since the beginning.”
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“Best decision we made years ago in AZ was finding American Retirement Advisors!”
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“I told my friends I was in the same position and talked to American Retirement Advisors and got my questions answered.”
— Rod H., ARA client
“I was talking to a family friend yesterday and told him what a wonderful job Marc did.”
— Susan S., Mesa
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— Randy B., new client
How It Works
1
Discovery
We start by learning what you want to accomplish and what you have to work with. We can't help if we don't know the full picture.
2
Build Your Plan
We keep the best of what you already have, replace what can be better, and make sure nothing is falling through the cracks.
3
Review Every Year
As life changes, so should your plan. We lock in an annual review to make sure everything is still working for you.
Medicare & Healthcare
See What Smart Medicare Planning Looks Like →
Medicare & Healthcare
The Math Most City of Scottsdale Employees Never Run Before They Retire
You've spent 20 years serving the city. But most Scottsdale employees never compare their ASRS group Medicare Advantage plan to what's available on the open market. The numbers surprise almost everyone.
Medicare & Healthcare
Understanding Medicare Rate Increases: What's Behind Rising Premiums
Medicare Supplement premiums are climbing nationwide. Here's what's driving those rate hikes and what you can do about it.
Medicare & Healthcare
Your Medicare Premiums Went Up Again. Here's What Most People Don't Realize They Can Do About It.
Rate hikes don't mean you're stuck. One couple saved over $2,000 a year just by reviewing their options.
Medicare & Healthcare
Medigap Supplement Cancellations, Premium Refunds, and Social Security Letters
Forgot to cancel your Medigap Supplement after switching to Medicare Advantage? Here's how to get your premiums refunded and what those Social Security letters mean.
Retirement Planning
Discover How Retirees Protect Their Income →
Retirement Income
Investing Peacefully in Turbulent Times: Why Retirees Should Consider Fixed Indexed Annuities
For seniors facing market anxiety, Fixed Indexed Annuities offer growth potential without the risk of losing your principal—even when markets tank.
Retirement Income
How a Roth Conversion Affects Your Social Security Tax and Medicare Premium
A $150,000 Roth conversion saved one couple a fortune in future taxes. It also triggered $4,600 in Medicare surcharges they never saw coming.
Inheritance Planning
The Inheritance Plan That Protects Your Kids From Themselves
Your biggest inheritance risk might not be taxes. It might be the people you're leaving it to.
Retirement Income
The Roth Conversion Window Most Retirees Don't Know Exists
Between retirement and Social Security, there's a window where converting to Roth could save you tens of thousands in taxes. Most people miss it entirely.
Inheritance Planning
Learn How Families Preserve Their Legacy →
Inheritance Planning
The Inheritance Plan That Protects Your Kids From Themselves
Your biggest inheritance risk might not be taxes. It might be the people you're leaving it to.
Inheritance Planning
Getting the Jeep and Your Legacy Ready for the Road Ahead
Just like prepping for a desert adventure, estate planning requires careful preparation before the road gets bumpy.
Inheritance Planning
Your Kids Will Inherit Your Money. Are They Ready?
What to do when you love your kids but worry about how they'll handle an inheritance.
Inheritance Planning
The One Page That Overrides Your Entire Will
Your will says one thing. Your beneficiary form says another. The form wins every time.