All Blog Posts
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]