Legacy Blog Posts
Legacy is one of the six essential pillars of the written plans we help families and individuals create, called a RetireSecure Roadmap. A well-prepared legacy plan can extend your impact on loved ones and charitable organizations when you are gone. This pillar may include strategies for passing on your wealth in a tax-efficient way, ensuring your remaining spouse or other beneficiaries are taken care of, and establishing medical and legal directives to ensure your wishes are honored.
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 […]
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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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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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Retirement Planner Loren Merkle discusses the critical topic of legacy planning and retirement. Discover the essential documents and strategies that can ensure your legacy is preserved according to your wishes. […]
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