Medicare & Healthcare
Medicare Moment: Moving? You May Need to Do Something
Many clients have moved throughout the year but never notified us, and their Medicare plans were never reviewed and adjusted to reflect their new area.
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Inheritance Planning
Estate Planning Essentials: 5 More Crucial Points You Can't Ignore
Don't let outdated beneficiary designations or forgotten digital assets derail your inheritance planning. Here are five more essential points to get right.
Lifestyle & Mindset
Which Witch is Which? Witch Hazel Benefits for Seniors
Since October is Halloween month, let's talk about the magical benefits of Witch Hazel and why it was a staple on your mother's makeup dresser.
Lifestyle & Mindset
Why Am I Me? Spooked by Technology!
From IBM Selectric typewriters to smartphones, one advisor shares his journey adapting to tech changes and why it makes us who we are.
Lifestyle & Mindset
The Surprising Origins of October: Why the 10th Month Has an 8th Place Name
October comes from the Latin word for eight, but it's the tenth month. The mix-up happened when Romans added January and February to their original 10-month calendar.
Success Stories
My Turn! - A Medicare Success Story
Ed had visited us five years ago for Medicare planning, and now it was his wife Cheryl's turn to find the perfect plan for her needs.
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
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.
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.
Retirement Planning
Discover How Retirees Protect Their Income →
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.
Retirement Income
Rethinking the 60/40 Portfolio: What Retirees Should Know Now
For decades, the 60/40 portfolio was retirement investing's gold standard. But market volatility has many retirees questioning its effectiveness.
Retirement Income
Retirement Income Planning in Las Vegas, Nevada: What You Need to Know
Nevada's zero state income tax gives Las Vegas retirees a head start most states can't touch. Here's how to build an income plan that takes full advantage.
Retirement Income
Retirement Income Planning in Scottsdale, Arizona: What You Need to Know
Scottsdale retirees have real tax advantages most states can't match. Here's how to build a retirement income plan that actually fits your life.
Inheritance Planning
Learn How Families Preserve Their Legacy →
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.
Inheritance Planning
Maggie & Jim's Rough Waters: Why Document Organization Can't Wait
When Maggie's health declined in Alaska, their essential documents were 3,000 miles away in storage. Here's why document organization matters more than you think.
Lifestyle & Mindset
Your Grandson Just Had a Baby. Here's the Most Meaningful Gift You Can Give.
Beyond the baby shower gifts, here's how grandparents can create a legacy that lasts generations.