by David Edge | Dec 5, 2019 | The American Retirement Advisor Blog
Are you part of a group that’s planning a get-together with friends and family for a Christmas or Hanukkah party? Party themes have become a thing these days, and it seems everyone is attempting to keep up with the most fun themes. Over the past few years I’ve been...
by David Edge | Nov 26, 2019 | The American Retirement Advisor Blog
As we approach the November holidays, our thoughts turn to family, home, friends, and…. food! So, what was the first Thanksgiving all about, and …. was there really Turkey? As much as we can find in historical accounts, the general understanding seems to be that there...
by David Edge | Nov 14, 2019 | The American Retirement Advisor Blog
Rick, a client of ours, was talking to his friend,Mark, and they were discussing their finances and doing some basic comparison on how well they were doing in their retirement funds. Mark was lamenting the 19% loss in his portfolio during the 4th quarter of 2018....
by David Edge | Nov 7, 2019 | The American Retirement Advisor Blog
We are in a period where many Americans simply don’t appreciate what we have. High school and university students being subjected to a total “poor me” mentality, where you can find someone who is offended with just about anything. We hear from the lips of these...
by David Edge | Oct 24, 2019 | The American Retirement Advisor Blog
Rachael came into our office seeking assistance, regarding when to turn on her Social Security check benefits. She was lamenting that her budget was tight, and she needed extra money now to make her retirement budget work, but at age 65 she was hesitant to turn on her...
