Investment Blog Posts
Investments are one of the six essential pillars of the written plans we help families and individuals create, called a RetireSecure Roadmap. A customized investment plan will help you understand the intent behind each decision and how to shift from investing during the working year to investing in retirement. Our team stays informed about the latest investment strategies and innovations, applying them to your RetireSecure Roadmap.
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
Nearly half of retirees say they retired earlier than planned, according to a Mass Mutual Retirement Happiness Study. This blog explores the nuances of planning for early retirement. We delve […]
Read More
Retirement planning is a crucial stage in life, similar to making significant financial decisions like buying a car or a house. Loren Merkle brings a fresh perspective on the concept […]
Read More
Retirement is a significant milestone in anyone’s life, marking the transition from years of employment to a period of relaxation and new experiences. A critical aspect of this transition is […]
Read More
Understanding Social Security is important as it plays a significant role in retirement planning. We help you make sense of the facts and provide insights into optimizing Social Security benefits […]
Read More
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you […]
Read More
As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you […]
Read More