by David Edge | Aug 22, 2019 | The American Retirement Advisor Blog
Larry called our office in a panic, wanting an appointment as soon as possible! We accommodated him and at the meeting he had not lost any of his sense of urgency. “My company is terminating my position and I’m being forced to retire. I thought I had a few more years...
by David Edge | Aug 8, 2019 | The American Retirement Advisor Blog
Have you ever experienced a close encounter? You know, the unexpected kind? Either you bumped into a friend or foe unexpectedly at some function or in a store and didn’t know what to say. Or it was just an awkward moment? How you respond to these incidents makes you…....
by David Edge | Aug 1, 2019 | The American Retirement Advisor Blog
Happy Heat! By this time, we’ve probably seen a monsoon storm or two and gotten some much needed rain in Arizona! Nothing seems to be more wonderful than a shower to wash away the collection of dust and grime. Not to mention clearing all the allergy and stuff out of...
by David Edge | Jul 25, 2019 | The American Retirement Advisor Blog
When I found out I had an appointment with an 82-year-old client, my first thought was what in the world can I help them with? Surely at this age, they have their Medicare, Social Security, and financial retirement plan, as well as a Trust or a Will. What could they...
by David Edge | Jul 11, 2019 | The American Retirement Advisor Blog
As we go through life there are the positive occasions for laughter, fun, birthdays, anniversaries, graduations, marriages, and births, all of which are happy and pleasant events. On the negative side, there are the incidences of sickness, disappointment, hospitals,...
