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.
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 […]
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 […]
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 […]
Navigating 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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