All Blog Posts
Our journey takes place inside the Cave of Questions because retirement often begins with more questions than answers and figuring out where to start can feel like navigating a dark cave. While inside, we discover that a map is a great place to […]
Retirement doesn’t always follow a perfect timeline. A buyout, layoff, health change—or even just the calendar—can speed up big decisions. Retirement Planners Loren Merkle and Haley Gutschenritter explain how to […]
Inheriting money can be both emotional and overwhelming. In this blog, Retirement Planners Loren Merkle and Clint Huntrods explain how different types of assets—cash, investments, retirement accounts, real estate, life […]
Retirement may bring dreams of sandy beaches, golf outings, and more time with family—but it also comes with surprises that can catch many off guard. In a recent episode of […]
Market volatility is unsettling, and it’s easy to make mistakes when emotions take over. Retirement Planners Chawn Honkomp and Loren Merkle tackle the most common investor missteps—and how to avoid […]
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, […]
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 […]
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 […]
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 […]
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 […]