Inheritance Planning
Birdie & Bert's Nest Egg: Why Unmarried Couples Need More Than a Will
After 30 years together, Birdie and Bert discovered that their Will wasn't enough to protect their shared life and assets.
The American Retirement Advisor — News & Insights
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Inheritance Planning
Building a Legacy... Stone by Stone
Like cobblestones forming a path that lasts centuries, your choices today create a future where loved ones inherit security, not guesswork.
Lifestyle & Mindset
Spring Cleaning Tips to Make It Fun and Organized
Spring cleaning isn't just about scrubbing and dusting—it's a chance to reset, refresh, and maybe even find that missing sock from 2022.
Inheritance Planning
You Got a Guy! The Importance of Getting Your Affairs in Order
A recent family loss in Florida reminded me why planning for the inevitable is so crucial for our loved ones.
Lifestyle & Mindset
Why pH Balance Matters for Your Health
Your body's pH level plays a key role in overall health, affecting everything from energy to immunity.
Lifestyle & Mindset
A Caregiver's Missing Roadmap: Why Families Need Care Plans
When Margaret passed suddenly, her three children had no idea how to care for their bedridden father Harold. They found only scattered notes and a cluttered calendar.
Trusted by 14,000+ Families
“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
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
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.
Medicare & Healthcare
Saving Your Life: The Importance of Medical Information Preparedness
A holiday conversation with ER nurses revealed a critical problem: most people can't quickly provide their medication list and doctor information during emergencies.
Medicare & Healthcare
What Changes Can Be Made During Medicare Open Enrollment?
Missed the Annual Enrollment Period? The Medicare Open Enrollment Period from January 1-March 31 still offers opportunities to adjust your coverage.
Medicare & Healthcare
Your Medicare Annual Wellness Visit: Free Preventive Care Benefits
Don't ask for a physical or you'll pay co-pays. Ask for your Medicare 'Wellness Visit' instead - it's completely free and covers 30+ health screenings.
Retirement Planning
Discover How Retirees Protect Their Income →
Retirement Income
Social Security Fairness Act: What Retirees Need to Know
The Social Security Fairness Act promises to sprinkle a little extra financial sunshine on millions of Americans by addressing unfair benefit reductions.
Retirement Income
A Fresh Start: New Year Planning for Retirement
We're off to a fresh start! Without distractions, now's the perfect time to tackle those essential retirement planning tasks you've been putting off.
Retirement Income
Long-Term Care Planning: A Personal Perspective
Marc shares his family's real-world approach to planning for aging parents in their eighties—and the options still available when traditional LTC plans aren't in place.
Retirement Income
Financial Tip: Using Installment Sales to Avoid Medicare IRMAA Surcharges
There's a sinister Medicare surcharge called IRMAA that hits when you sell appreciated assets. But there's a legal way around it.
Inheritance Planning
Learn How Families Preserve Their Legacy →
Inheritance Planning
Birdie & Bert's Nest Egg: Why Unmarried Couples Need More Than a Will
After 30 years together, Birdie and Bert discovered that their Will wasn't enough to protect their shared life and assets.
Inheritance Planning
Building a Legacy... Stone by Stone
Like cobblestones forming a path that lasts centuries, your choices today create a future where loved ones inherit security, not guesswork.
Inheritance Planning
You Got a Guy! The Importance of Getting Your Affairs in Order
A recent family loss in Florida reminded me why planning for the inevitable is so crucial for our loved ones.
Inheritance Planning
March Forward: Turning Purpose Into Progress
As nature awakens from winter rest, March reminds us that life is about moving forward with purpose—just like expanding from retirement planning to inheritance planning.