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.

Navigating Your Financial Future When Your Advisor Retires

March 24th, 2024

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 […]

3 Ways to Overcome The Fear of Running Out of Money in Retirement

February 4th, 2024

In this episode of Retiring Today with Loren Merkle, we discuss three practical ways to overcome the fear of running out of money in retirement. Experienced CERTIFIED FINANCIAL PLANNERsTM Loren […]

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