Let's talk about something that's not exactly cocktail party chatter but is super important: inheritance planning. Getting this right can save you and your loved ones a lot of headaches down the road.
Growing up as a Pennsylvania coal miner's daughter shaped my work ethic and appreciation for Labor Day in ways that guide how I serve clients today.
Everyone has goals they want to accomplish before it's too late. Whatever your bucket list includes, it makes you...you!
With new technology and AI everywhere, protecting your personal information has become more crucial than ever. Here are the essential steps you can take to minimize damage from data breaches.
From pumpkin flavored everything to missing gloves, fall brings simple pleasures and seasonal traditions worth celebrating.
Choosing a Medicare plan based on what your neighbor has isn't the best approach. Here's how to make confident Medicare decisions instead.
“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.
Rate hikes don't mean you're stuck. One couple saved over $2,000 a year just by reviewing their options.
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.
A holiday conversation with ER nurses revealed a critical problem: most people can't quickly provide their medication list and doctor information during emergencies.
Missed the Annual Enrollment Period? The Medicare Open Enrollment Period from January 1-March 31 still offers opportunities to adjust your coverage.
What to do when you love your kids but worry about how they'll handle an inheritance.
For decades, the 60/40 portfolio was retirement investing's gold standard. But market volatility has many retirees questioning its effectiveness.
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.
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.
What to do when you love your kids but worry about how they'll handle an inheritance.
Your will says one thing. Your beneficiary form says another. The form wins every time.
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.
Beyond the baby shower gifts, here's how grandparents can create a legacy that lasts generations.
