Five years ago, I became eligible for Medicare. Having helped others navigate it for years, I thought I knew it all. But experiencing it firsthand gave me a whole new perspective.
Call it morbid, call it market research. In nearly every memoir and late-in-life interview, people say a version of the same thing: I wish I hadn't waited. Here is why we don't just build income plans.
Keeping your home safe starts with a simple but critical habit: checking your fire, smoke, and carbon monoxide alarms regularly.
Dave Ramsey says claim Social Security at 62 and invest every check. That's right for some retirees and quietly costs others tens of thousands. Here's how to tell which one you are.
One of the most stressful parts of losing a loved one isn't just the emotional toll, it's the uncertainty that follows when you're left to manage their estate.
New products. New rules. New headlines. But the fundamentals of a secure retirement have not moved in 100 years, and here are the receipts to prove it.
“My full trust is in you folks and always has been since the beginning.”
— Dana B., ARA client since 2019
“Best decision we made years ago in AZ was finding American Retirement Advisors!”
— Ellen K., Scottsdale
“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
“He comes highly recommended by close friends. I only want to talk to David Edge.”
— Gene M., referred client
“This is my first year in Medicare and your input was extremely helpful.”
— Randy B., new client
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.
We keep the best of what you already have, replace what can be better, and make sure nothing is falling through the cracks.
As life changes, so should your plan. We lock in an annual review to make sure everything is still working for you.
Five years ago, I became eligible for Medicare. Having helped others navigate it for years, I thought I knew it all. But experiencing it firsthand gave me a whole new perspective.
Time to start thinking about the Medicare annual enrollment period and what changes you may need to make between October 15th and December 7th.
Untreated hearing loss forces the brain to work harder, pulling resources away from memory and thinking. Research shows this connection significantly increases dementia risk.
As Medigap premiums continue to rise, Medicare Advantage plans might be worth exploring—especially with the 12-month trial period available to first-time enrollees.
Call it morbid, call it market research. In nearly every memoir and late-in-life interview, people say a version of the same thing: I wish I hadn't waited. Here is why we don't just build income plans.
Dave Ramsey says claim Social Security at 62 and invest every check. That's right for some retirees and quietly costs others tens of thousands. Here's how to tell which one you are.
New products. New rules. New headlines. But the fundamentals of a secure retirement have not moved in 100 years, and here are the receipts to prove it.
I'm watching it happen in real time from a conference floor in Dallas. Thousands of healthcare agents are adding life insurance to their playbook. Here's what that means for you.
One of the most stressful parts of losing a loved one isn't just the emotional toll, it's the uncertainty that follows when you're left to manage their estate.
As summer ends and family grows, it's time to update estate plans and get ready for Medicare Annual Enrollment Period.
Grammy puts butter on her pancakes. Your daughter asks why. That little question might be the spark for the biggest conversation your family hasn't had yet.
When 72-year-old Marie took a fall and needed rehab, her daughter Jenna knew exactly where to find everything thanks to their 'just in case' box.
