All Blog Posts
When it comes to retirement, some of the most common beliefs about investing sound true—but in reality, they can lead you down the wrong path. Misconceptions about the stock market, […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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, […]
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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 […]
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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 […]
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