Medicare & Healthcare
Did You Delay Part B? Then Watch for This Letter
If you delayed Medicare Part B while working, you may get a scary letter about penalties. Don't panic—just don't ignore it.
The American Retirement Advisor — News & Insights
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Retirement Income
Downsizing Your Home: How to Invest the Proceeds in Retirement
Real estate specialist Jacquie Frye shares practical tips for retirees looking to downsize their homes and invest the proceeds for financial stability.
Retirement Income
Managing Debt and Credit in Retirement: 7 Essential Strategies
With a fixed income and limited opportunities to generate additional income, managing debt in retirement requires careful planning and discipline.
Lifestyle & Mindset
Roll With the Punches: Life's Unexpected Moments
Life throws us curveballs we can't control, from medication shortages to checkout line adventures. These roll-with-it moments make us who we are.
Lifestyle & Mindset
What's All the BUZZ About? Summer Mosquito Safety for Your Health
Wet seasons can lead to more mosquitoes and health concerns. Here's how to protect yourself from mosquito-borne diseases this summer.
Lifestyle & Mindset
June is Busting Out All Over: A Nostalgic Look at Grocery Store Inflation
A humorous reflection on how grocery prices have changed since the 1950s, from nickel candy bars to shrinking ice cream cartons.
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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.
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
Understanding Medicare Rate Increases: What's Behind Rising Premiums
Medicare Supplement premiums are climbing nationwide. Here's what's driving those rate hikes and what you can do about it.
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.
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.