For many, the idea of long-term care feels like a distant concern—something to worry about later. But as retirement approaches, this topic becomes increasingly important. The numbers tell the story: research […]
Let’s Talk About Long-Term Care: What You Need to Know Now Read More »
This blog breaks down five common beliefs about taxes in retirement, helping you separate fact from fiction. With direct insights from Retirement Planners Loren Merkle and Haley Gutschenritter, it covers
Fact or Fiction: The Truth About Taxes in Retirement 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 »
When people think about retirement, they often focus on the numbers—how much they’ve saved, when to claim Social Security, or how to manage taxes. But equally important, and often overlooked,
Four Retirement Lifestyle Traps — and How to Avoid Them Read More »
This blog post explores the often-overlooked essentials of estate planning, dispelling the myth that it’s only for the wealthy. With insights from retirement planner Loren Merkle and estate planning attorney
Legacy Planning with Attorney Charlie Bottenberg Read More »
As retirement approaches, uncertainty around recessions, market volatility, and risk often grows. Retirement planners Loren Merkle and Clint Huntrods offer practical guidance for turning market volatility from a source of
Don’t Just Stand By: Retirement Strategies for Volatile Markets Read More »
One area that can catch even the most diligent savers off guard is health care. We explore three of the biggest health care traps in retirement—and how you can avoid
3 Costly Health Care Traps to Avoid in Retirement Read More »
As retirement approaches, the decisions and strategies required to achieve a comfortable and secure retirement become more complex than most anticipate. Retirement Planners Loren Merkle and Clint Huntrods highlight a
3 Investment Traps to Avoid as You Head Into Retirement Read More »
Retirement isn’t just about leaving the workforce—it’s about entering a new phase of life, and getting organized is one of the best ways to ensure your retirement journey is smooth
Essential Retirement Checklist: How to Organize, Declutter, and Plan for Retirement Read More »
Worried your 401(k) or IRA will lead to a surprising tax bill in retirement? Learn why taxes can be higher after you stop working—and what proactive strategies can help you
Don’t Let Taxes Take a Bite Out of Your Retirement: Strategies to Safeguard Your Savings Read More »