Growing up in rural Georgia, our family reunions brought hundreds of relatives together for spectacular gatherings filled with Southern cooking and homemade ice cream.
Sometimes a frank conversation with your spouse can spark the changes you need. Here's how getting serious about nutrition transformed my health and energy.
When Elaine found her Medicare plan's Annual Notice of Change in the mail, she discovered significant changes to her coverage. Here's how her neighbor June helped her find a solution.
Some clients ask why they need a drug plan when they fill medications with discount cards like GoodRx. Here are a few important reasons why you shouldn't cancel your Medicare Part D coverage.
Like a three-legged stool, successful investing requires careful balance of safety, return, and liquidity to maintain stability.
Discover how the colors of fruits and vegetables dictate their health benefits. Mom knew what she was talking about when she made you eat all your vegetables!
“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
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.
We keep the best of what you already have, replace what can be better, and make sure nothing is falling through the cracks.
As life changes, so should your plan. We lock in an annual review to make sure everything is still working for you.
Missed Medicare's December 7th deadline? There's good news: additional opportunities exist depending on your coverage type.
When the temperature drops, your blood vessels tighten up to keep you warm - but that also means your blood pressure can rise.
The leaves are turning, families are growing, and Medicare plans are evolving. A perfect time to pause, reflect, and plan ahead.
Five years ago, I became eligible for Medicare. Having helped others navigate it for years, I thought I knew it all. But experiencing it firsthand gave me a whole new perspective.
During the gap years your tax bracket has room in it. A Roth conversion lets you fill that room on purpose, paying tax at today's low rate instead of tomorrow's forced one. Part two of The Gap Years.
The years between your last paycheck and age 73 are often the lowest-tax stretch you will ever see. Most retirees coast through and pay for it later. Part one of The Gap Years.
Most people retire with nearly all their savings in accounts the government still gets to tax. Life insurance can quietly build a third bucket that it does not. Part four of More Than a Death Benefit.
Almost 70 percent of people turning 65 will need long-term care, and Medicare will not cover most of it. Some life insurance can step in while you are still living. Part three of More Than a Death Benefit.
A policy on a young child or grandchild can lock in lifelong insurability and quietly build a pool the next generation can borrow against. Here is how the family bank works, and the honest catch. The finale of More Than a Death Benefit.
A life insurance policy you own is counted in your taxable estate, which can quietly add to the very tax bill you hoped to cover. A special kind of trust is the fix. Part six of More Than a Death Benefit.
When a large estate owes federal tax, the bill is due in cash within nine months, and the extension to file is not an extension to pay. Here is how life insurance keeps families from a fire sale. Part five of More Than a Death Benefit.
Margaret gave her family something that couldn't be wrapped—complete estate organization that would spare them stress and confusion when she's gone.
