Timely Reflections 2019

As we hustle and bustle through our lives it seems time just passes quickly, and, before we know it another year has gone by. How we fill our time with our schedules in our daily lives is what makes you…. you! I’m a pretty typical professional who takes...

Underage!!! 2019

Roberto and his wife, Maria, came to meet with us about Medicare. Roberto was going to turn 65 in six months and retire. He wanted to review all his Medicare options. After performing research on his doctors and prescription drugs across all available...

September, Fall is here 2019

Ready or not! Get ready to slide into the major holidays of fall. You’re probably already seeing Halloween decorations for sale in the stores along with large bags of candy. Then there’s Thanks-giving, which seems to get glossed over more and more each...

We are growing again 2019

It wasn’t too long ago that our little company was featured in Inc. magazine as one of America’s fastest growing, privately held companies. We saw growth of over 7000%, then over 2200%, then over 700% before settling into our rut of over 40% year-over-year...

Running out of time 2019

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...

Should we worry about a recession 2019

Happy August to our friends in Hotzona and Hotvada, and all over this great nation! All I know is my office is 72 degrees year round. You know what else is still hot? The stock market, that’s what! We are in the longest economic expansion in US history....

Categories

Archives

Subscribe to "THE AMERICAN RETIREMENT ADVISOR"

Contact Details