Retirement Income
Financial Organization: Finding Hidden Value in What You Already Have
Just like cleaning out your closet, organizing your finances can reveal hidden treasures and creative solutions you never knew you had.
The American Retirement Advisor — News & Insights
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Medicare & Healthcare
Making Medicare Transitions Easy for Employers
Anyone preparing to leave their group health plan will feel stressed about transitioning to new healthcare plans. Things are only stressful and complicated until you find a way to make them easy!
Retirement Income
Protecting Seniors from Financial Scams: 6 Critical Prevention Steps
Seniors are particularly vulnerable to financial scams because they are more trusting, but these critical steps can help avoid falling prey to fraud.
Lifestyle & Mindset
Why Am I Me? When Radio Was King - How Information Sources Shape Us
How you get your information makes you... you! A nostalgic look at how radio and early TV shaped our worldview and why information sources matter.
Medicare & Healthcare
Heart Risks You Haven't Heard About: Hidden Cardiovascular Dangers for Retirees
Beyond diet and exercise, surprising factors like grip strength, extreme weather, and even your earlobes can signal heart risks you need to know about.
Lifestyle & Mindset
Dry Rivers Thwart an Escape: A WWII Arizona POW Story
A surprising piece of WWII Arizona history: German prisoners tried to escape Camp Papago Park by boat, but the river was dry!
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“I told my friends I was in the same position and talked to American Retirement Advisors and got my questions answered.”
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“He comes highly recommended by close friends. I only want to talk to David Edge.”
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— 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
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.