inheritance planning
The Stories We Lose When We Don't Talk About the Money
Grammy puts butter on her pancakes. Your daughter asks why. That little question might be the spark for the biggest conversation your family hasn't had yet.
inheritance planning
Slip, Sun, and a Safety Net: How Marie's 'Just in Case' Box Saved the Day
When 72-year-old Marie took a fall and needed rehab, her daughter Jenna knew exactly where to find everything thanks to their 'just in case' box.
inheritance planning
How to Talk to Your Parents About Inheritance (Before It's Too Late)
It's not about the money. It's about making sure the burden doesn't fall on whoever's left.
Retirement Income
Fiscal Fridays Is Here: Watch the Premiere Episode
Fiscal Fridays is a brand new live show from American Retirement Advisors. Watch the premiere episode featuring real retirement questions, the Three Colors of Money, and why the 401(k) was never supposed to be a retirement plan.
financial advisor
We've Got $1.1 Million, but Our Advisor Never Talks About Any of This
The second caller on last week's Fiscal Fridays came from a woman named Candy. She wrote in on behalf of
inheritance planning
'Til Beak and Shell Do Us Part: Planning for Pets Who Outlive You
When Harold and June faced a wake-up call about their aging, they realized their beloved tortoise and cockatiel needed more than daily care—they needed a plan.