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Nervous about the prospect of a down market?

Take a proactive approach to economic uncertainty by applying the takeaways in this helpful guide.

What to expect:

Learn how well the S&P 500® has performed through bear markets and downturns since 1928
(It's encouraging!)

Discover 4 general guidelines for down market moves

Read the 1 thing that gave 73 percent of survey respondents greater peace of mind

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What Strategies Could Save You Thousands?

At our retirement workshops, you’ll learn how to use market volatility to your advantage, investing mishaps in retirement, how to set yourself up for tax-free growth, and much more!

April 5
FULL – April Elevated Living Series
1:00 pm | Glazed Expressions 8826 Swanson Boulevard
Clive, IA 50312 United States
April 4
Journey To Retirement Online
6:00 pm | Online Workshop
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5 Things To Know Before You Retire

With this 8-page instant download, you'll discover:

  • Different tax planning plays to and through retirement
  • How to potentially save money through tax diversification
  • One of the most powerful tax advantageous accounts

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5 Things to Know Before You Retire

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“Retiring Today with Loren Merkle”

Get answers to the most commonly asked questions about retirement planning — and more.

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The Merkle Retirement Method

Assess

Where are you at today with your Retirement Planning and what will it take to get you to where you want to be? Are there strategies you have yet to explore?

Analyze

What's keeping you from reaching your goals right now? How could your plan improve? We'll take a closer look at your portfolio risk and the fees you're paying.

Achieve

Explore how the Merkle Retirement Method can help you achieve your retirement dreams. The power is in the planning.

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