Legacy 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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Blue background with text "Get Started Now" with headshot of Loren Merkle smiling and wearing a suit with a tie

Essential Legacy Planning Documents for a Secure Retirement

March 17th, 2024

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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