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.
Estate planning today is about much more than avoiding estate taxes. This blog explores how changes to tax laws, the SECURE Act, probate rules, and beneficiary planning are reshaping the […]
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 […]