Lifestyle Blog Posts

Lifestyle is one of the six essential pillars of the written plans we help families and individuals create, called a RetireSecure Roadmap. Developing a customized lifestyle plan involves outlining how you want to spend your time to help you determine how to spend your retirement savings. Do you want to travel, purchase a second home, or dedicate more time to a hobby? The lifestyle pillar is the first step toward determining how much money you need to live the lifestyle you desire in retirement.

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7 Essential Questions Your Financial Advisor Should Be Asking

August 31st, 2025

Retirement planning isn’t just about saving money. It’s about making sure your plan supports the life you want to live once you stop working. Asking the right questions can uncover […]

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Man smiling with townhomes in the background.

How Do I Stack Up? Understanding Where You Stand with Your Retirement Savings 

August 24th, 2025

That comparison—how you “measure up” to your peers, your neighbors, or even a number you once read in an article—is normal. But it’s not always helpful without context. Retirement Planners […]

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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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The Road to Retirement at 64: Strategies, Tips, and Real-Life Examples

October 13th, 2024

If you’re 64 years old and dreaming of retirement, you’re not alone. Many people find themselves teetering on the edge of this new chapter, filled with excitement and anxiety. Good […]

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Navigating Retirement at 62 | Essential Action Steps for a Confident Future

October 6th, 2024

Reaching the age of 62 is a significant milestone, often bringing the dream of retirement within sight. However, with this anticipation comes a flurry of questions and decisions that can […]

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Retirement Planning at Age 59: Taking Action Steps for a Secure Future

September 29th, 2024

Planning for retirement is a journey filled with anticipation, excitement, and certainly a fair share of apprehension. At age 59, the runway to retirement becomes increasingly clearer, yet the path […]

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Navigating Your Path to Early Retirement at Age 57

September 22nd, 2024

Are you 57 and dreaming of retirement? You’re not alone. Many individuals in their late 50s begin to seriously envision their retirement. Yet, transitioning from dreaming to doing can feel […]

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How to Fill Your Time and Find Joy in Retirement

August 25th, 2024

In this episode, experienced retirement planner Chawn Honkomp and host Molly Nelson sit down with special guest Lisa Even, a joy connoisseur, author, and coach. They discuss the emotional and […]

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