All Blog Posts
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 […]
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One area that can catch even the most diligent savers off guard is health care. We explore three of the biggest health care traps in retirement—and how you can avoid […]
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Taxes can quietly take a big bite out of your nest egg if you don’t plan ahead. Relying on old assumptions from your working years can lead to costly mistakes […]
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As retirement approaches, the decisions and strategies required to achieve a comfortable and secure retirement become more complex than most anticipate. Retirement Planners Loren Merkle and Clint Huntrods highlight a […]
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Retirement isn’t just about leaving the workforce—it’s about entering a new phase of life, and getting organized is one of the best ways to ensure your retirement journey is smooth […]
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Worried your 401(k) or IRA will lead to a surprising tax bill in retirement? Learn why taxes can be higher after you stop working—and what proactive strategies can help you […]
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For many, the 401(k) represents a large portion of retirement savings, so understanding your options—and the nuances that come with them—is an important part of your retirement income plan. We’ll break […]
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When planning for retirement, there’s often a lot of focus on growing your nest egg through diversified investments, but what about diversifying your taxes? This is about strategic and long-term […]
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We cover the intricacies of Required Minimum Distributions or RMDs, highlighting their impact on retirement planning and offering insights into strategies that can help minimize tax burdens and optimize retirement […]
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In this episode of Retiring Today with Loren Merkle we cover important strategies to help you plan for the possibility of an extended retirement, emphasizing the need to anticipate a […]
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