Retirement brings decisions that affect both spouses, from how you want to spend your time to what happens to income when one spouse dies. These five conversations can help couples identify differences, understand potential
The 5 Retirement Conversations Every Couple Should Have Read More »
As retirement gets closer, the financial guidance you need may change. Understanding the difference between investment-focused advice and comprehensive retirement planning can help you identify whether your current approach addresses income, taxes,
Retirement Planner vs. Financial Advisor: What’s the Difference? Read More »
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
Inside the Cave of Questions: Getting Started at 55+ Read More »
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
How to Know If You’re Retirement-Ready at Age 55 Read More »
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
Top Legacy Planning Traps That Could Derail Your Retirement Read More »