Troyer Retirement

07/17/2026

📺 Mark breaks down what it takes to work toward a lower tax bracket in retirement on this segment of The Retirement Report.

07/16/2026

Did you know? The first U.S. pension dates back to 1776—and it looked nothing like a modern 401(k). Over the last 250 years, retirement has quietly shifted from predictable income… to something individuals must build and manage themselves. We put together a short guide on what's changed—and what it may mean for your plan.

Read what we've learned in 250 years of retirement in America.

07/15/2026

Did you know? People are retiring later than they used to. The average retirement age has shifted from 62 to 66 📈

Why? As pensions disappeared, the guaranteed paycheck went with them. Today’s 401(k)-style plans don’t offer that same certainty—so the responsibility and risk falls on individuals.

The result: more uncertainty… and more people choosing, or needing, to work longer. ⏳

07/12/2026

📅 August events are officially here!

If retirement is on your mind, this is a great opportunity to take a step back and get a clearer picture of how everything fits together.

Join us for our upcoming Taxes & Social Security events this August and walk away with a better understanding of how these decisions may impact your retirement.
✔️ August 3
✔️ August 31

Spots are limited, so if you’ve been meaning to get answers to your questions, now’s a great time to do it. View event details & RSVP at retirewithtroyer.com/events

07/10/2026

A lot of times, people hear about different financial strategies, but don’t always realize how complex they can get.

Take IULs, for example—there can be benefits like long-term care, tax planning, and protection for your family, but there are also a lot of moving pieces.

That’s why having someone who really understands how these work is so important. So you’re making decisions based on what fits your situation, not just what sounds good on the surface.

07/06/2026

Retirement Q&A 👇
Will your expenses go down in retirement?

The answer isn’t always straightforward. Some costs may go down… while others may increase. It all depends on your lifestyle and how you plan ahead.

Have you thought about what your expenses might look like in retirement?

07/04/2026

Happy Fourth of July!

This year marks 250 years since the founding of our nation—a milestone worth reflecting on.

Today, we celebrate independence, freedom, and the opportunities that come with it. Wishing you and your family a safe and meaningful holiday.

06/26/2026

📺 Mark breaks down strategies to help reduce tax liability in retirement on this segment of The Retirement Report.

06/24/2026

Hard to believe the year is already halfway over.

A mid‑year check‑in is a good opportunity to pause and ask:
✅ Have my goals changed at all?
✅ Do I know where my retirement income will come from?
✅ Does my plan still match how life looks today?

💬 Have a retirement question you’d like us to answer? Drop it in the comments.

06/21/2026

Wishing a Happy Father’s Day to all the fathers and father figures in our community. We hope today is filled with gratitude, family, and meaningful moments!