All Blog Posts
Discover simple yet effective tax strategies for retirement. – Understanding the massive scope of the U.S. tax code and its implications on personal finance. – Explore the concept of tax […]
Facing the challenges of inflation can be daunting, especially as you plan for retirement. Learn actionable strategies to maintain your lifestyle without falling victim to the rising costs. – Discover […]
Don’t leave retirement money on the table due to taxes! We’re diving deep into strategic planning to save you potentially thousands in tax dollars. – Learn about the whopping $650 […]
Navigating Social Security benefits can be daunting, especially when you’re on the cusp of retirement. Experienced Retirement Planner Loren Merkle breaks down the complexities to help you maximize Social Security […]
Discover how to navigate the complexities of retirement planning with Retirement Planners Loren Merkle and Chawn Honkomp. Learn key strategies to live comfortably, protect your nest egg, and grow your […]
We look at why you can’t simply “set it and forget it” when it comes to retirement planning. We highlight the importance of ongoing maintenance and adjustments to adapt your […]
Navigating the transition when your financial advisor is heading into retirement can be daunting. Retirement Planners Loren Merkle and Clint Huntrods discuss what steps to take and how to stay […]
Retirement Planner Loren Merkle discusses the critical topic of legacy planning and retirement. Discover the essential documents and strategies that can ensure your legacy is preserved according to your wishes. […]
Discover the ins and outs of your 401(k) and its role in your retirement plan. Retirement Planners Loren Merkle and Chawn Honkomp dive into what a 401(k) is and, more […]
CERTIFIED FINANCIAL PLANNER™ Loren Merkle discusses the crucial mindset shifts needed when rethinking retirement income. He emphasizes the importance of understanding how retirement income works and strategies needed to navigate […]