Medicare & Healthcare
Brother Doesn't Always Know Best: A Medicare Enrollment Success Story
Martin's panicked call about Medicare turned into a success story when he discovered employer coverage options and fact-based decision making.
The American Retirement Advisor — News & Insights
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Lifestyle & Mindset
Oh, no! Where did the year go? Turn regret into action
Rather than making the last weeks of the year a reflection of "Oh no" moments, let's make it an "Ah, yes" opportunity to look ahead.
Medicare & Healthcare
Navigating Medicare Part D Insulin Coverage Changes
Part D drug formularies are changing drastically, with popular insulins being dropped like never before. Here's what you need to know.
Retirement Income
The Wall Street Journal Claims the 4% Rule is Back - Is It Right?
The Wall Street Journal says the 4% rule is back, but Marc Frye explains why a one-size-fits-all approach may not work for everyone's retirement.
Lifestyle & Mindset
Cocoa Anyone? The Sweet Science Behind Dark Chocolate Benefits
Chocolate was once considered the "Nectar of the gods," and now science shows dark chocolate with 80% cocoa offers real health benefits through powerful antioxidants called flavonoids.
Lifestyle & Mindset
Oh Tannenbaum! Christmas Tree Memories That Made Us Who We Are
The magic of Christmas often starts with one special tradition that kicks off the season and makes lasting memories.
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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.
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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.
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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.