by David Schaeffer | Mar 8, 2022 | The American Retirement Advisor Blog
It’s a new year, and I’m feeling pretty darn good. I made it another month without watching the news on TV, and I gave up news radio as well. I must tell you it is refreshing. I even didn’t bring my phone to dinner with my wife Saturday night. Ok, I...
by David Edge | Dec 30, 2021 | The American Retirement Advisor Blog
As we meet with clients each year for the Annual Election Period (AEP), we run into thousands of different scenarios. This year is no exception. Here is a particular case that might apply to many folks reading the column this month. Charlene has been a client for...
by Marc Frye | Dec 28, 2021 | The American Retirement Advisor Blog
Hello all! This month’s article is to share a strategic opportunity. Congress is going after the largest IRAs. The proposals in Congress might not become law, but our clients are hearing about them and want to hear from us on planning moves they could make to be...
by Sharon Groves | Dec 21, 2021 | The American Retirement Advisor Blog
Kidneys take care of filtering our blood and removing waste through urine, producing hormones and maintaining flue levels and balance. Kidney disease has many risk factors and the most common are diabetes and high blood pressure. Alcoholism, heart disease, Hepatitis C...
by David Edge | Dec 14, 2021 | The American Retirement Advisor Blog
Have you had a hero in your life? What, or why, was the reason they were your Hero? Was it a friend, relative, neighbor? Because whatever the situation or whoever the person was, it made you….you. As we meet with clients, we often hear their life stories as they share...
by David Edge | Dec 9, 2021 | The American Retirement Advisor Blog
Rolling into the Christmas season, we’re already on the verge of too many Christmas songs on the radio. Especially since they have been playing since Halloween. Many people, like my family, never tire of the holiday songs and the warm fuzzy feeling they bring....
by David Schaeffer | Dec 7, 2021 | The American Retirement Advisor Blog
As this year comes to an end, I think it is appropriate to take a moment and reflect on where we have been, how far we have come, and where we want to go next. We started 2021 with high hopes of a new “normal.” The pandemic coming to an end… life and...
by David Edge | Nov 25, 2021 | The American Retirement Advisor Blog
Stan and Jackie have been clients for five years and read the American Retirement Advisor Newsletter each month to keep abreast of the changes in Medicare and financial and safety tips highlighted each month. For example, last month’s newsletter reminded them...
by Sharon Groves | Nov 23, 2021 | The American Retirement Advisor Blog
The ancient Aztec and Mayans used Chia seeds as a main portion of their diets. They are a concentrated source of protein and very rich in fiber and look very much like black pepper granules. Chia seeds help keep the body feeling full and energized for hours. So, how...
by Marc Frye | Nov 18, 2021 | The American Retirement Advisor Blog
This month, I address an issue that is most likely going to get worse next year. I’m talking about Capital Gains Tax. House Democrats proposed a top federal rate of 25% on long-term capital gains by the House Ways and Means Committee. The maximum rate would be...
