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.
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 […]
Read MorePlanning 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 […]
Read MorePlanning 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 […]
Read MoreAre 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 […]
Read MoreNavigating the transition when your financial advisor is heading into retirement can be daunting. Retirement Planners Loren Merkle and Clint Huntrods discuss what steps to take and how to stay […]
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