Financial Tip: Estate Planning Costs and Immediate Expenses
Estate planning done improperly can be a family nightmare. When a loved one passes away, the executor is responsible for paying bills immediately while assets remain tied up.
Estate planning done improperly can be a family nightmare. When a loved one passes away, the executor is responsible for paying bills immediately while assets remain tied up.
September is prostate health awareness month. Learn how diet, exercise, and Medicare-covered screenings can help protect your health.
What did you do to be fun or romantic when courting your sweetie? You might be surprised by what your partner remembers most!
Scientists are finding more evidence that hearing loss can make you more likely to experience cognitive decline, but it doesn't guarantee dementia.
Time flies, and Medicare's Annual Election Period is just around the corner! Here's how to prepare for reviewing next year's plans without the overwhelm.
What the heck has happened to manners? Growing up in the Deep South taught me the value of respect and civility that seems to be disappearing from our society.
“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.
Medicare Supplement premiums are climbing nationwide. Here's what's driving those rate hikes and what you 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.
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.
A holiday conversation with ER nurses revealed a critical problem: most people can't quickly provide their medication list and doctor information during emergencies.
What to do when you love your kids but worry about how they'll handle an inheritance.
For decades, the 60/40 portfolio was retirement investing's gold standard. But market volatility has many retirees questioning its effectiveness.
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.
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.
What to do when you love your kids but worry about how they'll handle an inheritance.
Your will says one thing. Your beneficiary form says another. The form wins every time.
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.
Beyond the baby shower gifts, here's how grandparents can create a legacy that lasts generations.