Retirement Income
Retirement Income Preparedness: Weather Any Financial Storm
Are you ready for the future? Your retirement savings must be prepared for all contingencies, just like preparing for stormy weather.
The American Retirement Advisor — News & Insights
Latest
Medicare & Healthcare
One Size Doesn't Fit All: Why Medicare Planning Needs to Be Personal
We've seen a troubling trend: salespeople selling the same Medicare plan to every employee. That's a recipe for disaster!
Success Stories
Success Story: From 'I Don't Want Any Annuities!' to Understanding the Options
Loren was adamant about avoiding annuities until she learned the facts. Here's how education changed her entire retirement strategy.
Retirement Income
Should You Roll Over Your 401(k)? What Scottsdale Retirees Need to Consider
Leaving a job or retiring with a 401(k)? You have more options than you think, and the right choice depends on your specific situation.
Inheritance Planning
Inheritance Planning in Las Vegas: What Nevada Retirees Need to Know
Nevada's tax-friendly laws make it one of the best states for inheritance planning, if you know how to take advantage of them. Here's what matters most.
Retirement Income
Moving to Arizona for Retirement? 7 Things to Know Before You Go
Arizona is one of the most popular retirement destinations in the country, and for good reason. But there are a few things to sort out before you make the move.
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
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.