Income Blog Posts

Income is one of the six essential pillars of the written plans we help families and individuals create, called a RetireSecure Roadmap. A customized retirement income plan includes developing a strategy for spending, health care, inflation, maximizing Social Security, and more. This pillar can help answer one of your biggest concerns: Do I have enough saved to live the lifestyle I desire in retirement?

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Retirement Strategies | How to Stop Leaving Money on the Table

April 21st, 2024

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 […]

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Maximizing Your Social Security | Strategies for a Smart Election

April 14th, 2024

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 […]

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Navigating Retirement | A Couple’s $12 Million Lesson

April 7th, 2024

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 […]

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Retirement Planning | Why It’s Not an Easy Set It and Forget It Scenario

March 31st, 2024

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 […]

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Understanding Retirement Income Strategies | A Mindset Shift

March 3rd, 2024

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 […]

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