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.
A look at the massive wealth transfer underway, why families struggle to talk about inheritance, and how thoughtful planning can protect both wealth and relationships. The Largest Wealth Transfer in […]
A brand-new Merkle Retirement Planning magazine is here, and its first issue puts a spotlight on Adventurous Angie—an energetic retiree proving that retirement isn’t the end of the story; it’s […]
This Indiana Jones–inspired episode of Retiring Today with Loren Merkle turns a common worry—how to start planning for retirement at 55—into a guided trek through six milestones: lifestyle, income, taxes, investments, health care, and legacy. We […]
Our journey takes place inside the Cave of Questions because retirement often begins with more questions than answers and figuring out where to start can feel like navigating a dark cave. While inside, we discover that a map is a great place to […]
Legacy planning isn’t always top of mind when preparing for retirement, but overlooking it can have costly and stressful consequences. You’ve worked hard to build your wealth—now it’s time to […]
This blog post explores the often-overlooked essentials of estate planning, dispelling the myth that it’s only for the wealthy. With insights from retirement planner Loren Merkle and estate planning attorney […]
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 […]
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 […]
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 […]
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 […]