Financial Tip May 2018

Hey Marc! How will the tariff wars affect the stock market? Should I get out? What should I buy? All good questions, for a person in the growth phase of life. Our clients, for the most part, are in the “I can’t afford to lose money” phase of life. So,...

Success Story May 2018

We received a frantic call from Brenda, a long-time client. She was somewhat panicked in that she had received several messages and phone calls from a caller who identified themselves as calling from Medicare and wanted her personal details to correct a...

Why am I Me May 2018

We all have had an experience at one time or another of feeling slightly out of touch. Maybe it was a breaking news item, or a friend discussing the latest book or movie you have not been exposed to. I find this happening more often as we get exposed to...

Featured Story 1 May 2018

As consumers, we hope there is someone look- ing out for us. The government regulates financial services, healthcare for retirees, anda myriad of other industries. Within this regulation, business looks to survive, and, hopefully, thrive. Regulators attempt to create...

Why am I me? April 2018

At some point, did you start collecting something? Dolls, coins, toys, stamps? Maybe a set of dishes? Remember when we were young and every time your mom bought a certain amount of groceries she got to add another free piece of her dish set? Remember S&H...

Financial Tip April 2018

Is the person that you bought your auto insurance from always trying to sell you a life insurance policy, or already did? They have a life insurance quota to keep their job or agency! Did you need life insurance? How many companies did they show you? How...

Categories

Archives

Subscribe to "THE AMERICAN RETIREMENT ADVISOR"

Contact Details




Need assistance with this form?