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?
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 […]
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 […]
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 […]
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 […]
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 […]
Roth IRAs can feel a bit mysterious, but understanding how they work—and the rules around them—can make a real difference in your retirement planning. In this blog, we’ll clear up […]