by Marc Frye | Jan 10, 2019 | The American Retirement Advisor Blog
Hello again, welcome to 2019! This month’s topic may seem unusual coming from the financial guy but bear with me. True, professional, financial advisors don’t stop at investing. There are many factors that impact our financial lives. As we get older, there...
by Marc Frye | Dec 27, 2018 | Uncategorized
Where do you see yourself in 20 years? No, I’m not kidding. Advancements in medicine have folks living much longer lives. Close your eyes (after you finish the paragraph). What is it that you (want to) see yourself doing in 5, 10, 15, and 20 years from now? Is it a...
by Marc Frye | Nov 20, 2018 | The American Retirement Advisor Blog
Hi folks. It’s me again. I thought I would do this month’s financial tip on something a little different. An article that you wouldn’t expect from a financial advisor. When do you NOT need a financial advisor. No, really. Everyone doesn’t need us. Let’s take a look....
by Marc Frye | Oct 30, 2018 | The American Retirement Advisor Blog
I can almost feel the cooler air coming. I always look forward to the cool breezes of October. That’s the kind of change that I like. Some changes are a little scarier. But, if we are prepared or insulated from harm, we have nothing to worry about. Like Medicare’s...
by Marc Frye | Sep 20, 2018 | The American Retirement Advisor Blog
Hi All! And I mean all! Today, I’m focusing my column on the spouses and children of our clients. We’re going to talk about Rule 72(t) as well as In-Service Distributions. Rule 72(t) is a ruling issued by the Internal Revenue Service (IRS) that permits penalty-free...