Troyer Retirement

Troyer Retirement Retirement is a critical time, and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients!

📅 Due to high demand, we have added another education event this month!Join our team on September 14 at Eckhart Public L...
09/03/2026

📅 Due to high demand, we have added another education event this month!

Join our team on September 14 at Eckhart Public Library in Auburn for an educational discussion covering key retirement topics, including taxes, Social Security, and other factors that may impact your retirement strategy.

Seats may be limited, so be sure to call our office at 260-247-9099 to reserve your spot today. We look forward to seeing you there!

Did you know there are several ages that can significantly impact your retirement plan?From Social Security and Medicare...
08/31/2026

Did you know there are several ages that can significantly impact your retirement plan?

From Social Security and Medicare to retirement account withdrawals and required distributions, certain milestones can affect your income, taxes, and benefits.

Swipe through to learn six key retirement ages and why they matter. 👉

08/29/2026

On this week's podcast, Houston discusses why tax planning can have such a significant impact on retirement and how the right strategy could help you keep more of what you've worked hard to build.

🎧 Listen to The Troyer Retirement Radio Show on your favorite podcast platform!

08/28/2026

📺 Building wealth for retirement doesn't require winning the lottery—it requires a smart strategy. Mark discusses the middle-class millionaire approach and the habits that can help create long-term financial success on this segment of The Retirement Report.

What if the assets you're not using today could help you leave more behind tomorrow? The right strategy can:  ✅ Put idle...
08/28/2026

What if the assets you're not using today could help you leave more behind tomorrow? The right strategy can: ✅ Put idle dollars to work ✅ Help reduce tax impact ✅ Support your long-term care plan It's not about doing more—it's about doing the right things with what you already have.

Use what you have to support care, taxes, and legacy.

08/26/2026

What if retirement planning isn't about choosing between growth and protection?

On this week's podcast, Mark explains a strategy he often compares to a barbell: one side focused on creating reliable income and the other focused on long-term growth.

The goal isn't to play it safe with everything. It's about building a strategy that helps cover today's needs while still positioning your money for tomorrow.

🎧 Listen to The Troyer Retirement Radio Show on your favorite podcast platform!

📍 Thinking about retirement? Join us at one of our upcoming Taxes & Social Security educational events and learn how key...
08/24/2026

📍 Thinking about retirement? Join us at one of our upcoming Taxes & Social Security educational events and learn how key decisions today could impact your retirement income tomorrow. These complimentary workshops are designed to help you better understand topics like Social Security, taxes, and retirement planning strategies in a relaxed, informative setting. We look forward to seeing you there!

👉 View event dates and reserve your spot: https://retirewithtroyer.com/events-troyer-retirement/

Have retirement assets you're not using for income? They may be able to do more—like helping cover long-term care costs ...
08/21/2026

Have retirement assets you're not using for income? They may be able to do more—like helping cover long-term care costs or support your future goals. Don't let your money sit idle. Ask about a Do Something Plan.

Idle retirement dollars may be able to do more.

08/14/2026

📺 Market downturns can have a lasting impact on your retirement plan. Mark explains why protecting your portfolio from significant losses is a key component of a successful retirement strategy on this segment of The Retirement Report.

Retirement Tip 💡 When it comes to Social Security, timing matters.The age you choose to claim benefits can have a lastin...
08/10/2026

Retirement Tip 💡 When it comes to Social Security, timing matters.

The age you choose to claim benefits can have a lasting impact on your retirement income, which is why it's important to understand your options before making a decision. Every situation is different, and what works for one person may not be the best fit for another.

💬 Have you started thinking about when you'll claim Social Security?

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9921 Dupont Circle Drive West, Suite 100
Fort Wayne, IN
46825

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Monday 9:30am - 5:30pm
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Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 4pm

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