Investment Blog Posts

There’s No Place Like Retirement | Navigating the Yellow Brick Road with Confidence

November 3rd, 2024

Embarking on the journey to retirement can feel as daunting as Dorothy’s trek through Oz. But just like Dorothy, who had the lion, scarecrow, and tin man to help her […]

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We’re Off to Plan Retirement | The Yellow Brick Road to Retirement

October 27th, 2024

Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical […]

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Navigating Retirement at 62 | Essential Action Steps for a Confident Future

October 6th, 2024

Reaching the age of 62 is a significant milestone, often bringing the dream of retirement within sight. However, with this anticipation comes a flurry of questions and decisions that can […]

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Retirement Planning at Age 59: Taking Action Steps for a Secure Future

September 29th, 2024

Planning for retirement is a journey filled with anticipation, excitement, and certainly a fair share of apprehension. At age 59, the runway to retirement becomes increasingly clearer, yet the path […]

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Navigating Your Path to Early Retirement at Age 57

September 22nd, 2024

Are you 57 and dreaming of retirement? You’re not alone. Many individuals in their late 50s begin to seriously envision their retirement. Yet, transitioning from dreaming to doing can feel […]

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Retirement investment strategies | Exploring the Role of Annuities and CDs

June 16th, 2024

In this episode of “Retiring Today,” experienced retirement planners Loren Merkle and Chawn Honkomp dive deep into making sense of annuities. With the backdrop of a volatile stock market and […]

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Elections and Your Retirement | Managing Market Uncertainty

May 19th, 2024

In this episode of Retiring Today, Elections and Your Retirement, we dive into how market volatility is influenced by election cycles and effective strategies you can employ to safeguard your […]

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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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