The American Retirement Advisor — News & Insights
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Spousal Support: A Medicare Love Story After 45 Years
When Mack called about Medicare coverage for his ailing spouse of 45 years, it became a beautiful reminder of what true love looks like in retirement.
Too Soon to Start? Perfect Time to Plan!
Employees of all ages have Medicare questions, and younger folks can actually help their Medicare-eligible family members save money.
Medicare Supplemental Insurance: Finding Affordable Coverage
Many people want to avoid big medical bills but think they can't afford it. Here's how Medicare Advantage enrollees can get protection for as little as $6 per month.
Financial Tip: Using Annuities and Life Insurance for Retirement Income
Maximizing retirement income requires careful consideration of various strategies, including fixed annuities and permanent life insurance.
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
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.
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.
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 →
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.
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.
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.
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 →
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.
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 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 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 →
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.
The One Page That Overrides Your Entire Will
Your will says one thing. Your beneficiary form says another. The form wins every time.
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.
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.