Retirement planning isn’t just about saving money. It’s about making sure your plan supports the life you want to live once you stop working. Asking the right questions can uncover […]
7 Essential Questions Your Financial Advisor Should Be Asking Read More »
That comparison—how you “measure up” to your peers, your neighbors, or even a number you once read in an article—is normal. But it’s not always helpful without context. Retirement Planners
How Do I Stack Up? Understanding Where You Stand with Your Retirement Savings Read More »
Market volatility. The phrase alone is enough to make some people uneasy — especially those approaching retirement. After all, when headlines scream about the “biggest drop in decades,” the instinct
Market Volatility: Why Staying Invested Matters Read More »
For many, the idea of long-term care feels like a distant concern—something to worry about later. But as retirement approaches, this topic becomes increasingly important. The numbers tell the story: research
Let’s Talk About Long-Term Care: What You Need to Know Now Read More »
This blog breaks down five common beliefs about taxes in retirement, helping you separate fact from fiction. With direct insights from Retirement Planners Loren Merkle and Haley Gutschenritter, it covers
Fact or Fiction: The Truth About Taxes in Retirement Read More »
Legacy planning isn’t always top of mind when preparing for retirement, but overlooking it can have costly and stressful consequences. You’ve worked hard to build your wealth—now it’s time to
Top Legacy Planning Traps That Could Derail Your Retirement Read More »
When people think about retirement, they often focus on the numbers—how much they’ve saved, when to claim Social Security, or how to manage taxes. But equally important, and often overlooked,
Four Retirement Lifestyle Traps — and How to Avoid Them Read More »
This blog post explores the often-overlooked essentials of estate planning, dispelling the myth that it’s only for the wealthy. With insights from retirement planner Loren Merkle and estate planning attorney
Legacy Planning with Attorney Charlie Bottenberg Read More »
Retirement planners Loren Merkle and Chawn Honkomp provide insight and action strategies that may help you sidestep common retirement income pitfalls. Let’s break down each trap and see how to safeguard your
5 Common Retirement Income Traps (And How to Avoid Them) Read More »
As retirement approaches, uncertainty around recessions, market volatility, and risk often grows. Retirement planners Loren Merkle and Clint Huntrods offer practical guidance for turning market volatility from a source of
Don’t Just Stand By: Retirement Strategies for Volatile Markets Read More »