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.

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 […]

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 […]

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 […]

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 […]

How to Build Your Investment Portfolio for Retirement

February 18th, 2024

CERTIFIED FINANCIAL PLANNERTM Loren Merkle discusses the important investment mindset shift needed for retirement planning. Learn about building a recession resistant portfolio, creating dependable income, rethinking risk, and more. Loren will […]

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