Retirement doesn’t always follow a perfect timeline. A buyout, layoff, health change—or even just the calendar—can speed up big decisions. Retirement Planners Loren Merkle and Haley Gutschenritter explain how to […]
Retirement Sneaks Up: Steps to Take When You Need to Decide Fast Read More »
Inheriting money can be both emotional and overwhelming. In this blog, Retirement Planners Loren Merkle and Clint Huntrods explain how different types of assets—cash, investments, retirement accounts, real estate, life
You’ve Inherited Money, Now What? Read More »
Retirement may bring dreams of sandy beaches, golf outings, and more time with family—but it also comes with surprises that can catch many off guard. In a recent episode of
The Top 10 Retirement Wake-Up Calls Read More »
Market volatility is unsettling, and it’s easy to make mistakes when emotions take over. Retirement Planners Chawn Honkomp and Loren Merkle tackle the most common investor missteps—and how to avoid
Are You Making These Investor Mistakes? Read More »
When it comes to retirement, some of the most common beliefs about investing sound true—but in reality, they can lead you down the wrong path. Misconceptions about the stock market,
Retirement Fact or Fiction: Investments Read More »
Retirement planning isn’t just about saving money. It’s about making sure your plan supports the life you want to live once you stop working. Asking the right questions can uncover
7 Essential Questions Your Financial Advisor Should Be Asking Read More »
That comparison—how you “measure up” to your peers, your neighbors, or even a number you once read in an article—is normal. But it’s not always helpful without context. Retirement Planners
How Do I Stack Up? Understanding Where You Stand with Your Retirement Savings Read More »
Market volatility. The phrase alone is enough to make some people uneasy — especially those approaching retirement. After all, when headlines scream about the “biggest drop in decades,” the instinct
Market Volatility: Why Staying Invested Matters Read More »
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 »
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 »