Maximize Your Retirement

You’ve spent a lifetime working hard. It’s time to enjoy it.

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Our purpose is to bring your retirement vision to life by creating lifelong relationships and retirement plans built on a foundation of trust, transparency and a warm heart. As your team for retirement, we aim to give you the tools and resources you need to walk confidently into retirement. With a community of like-minded individuals and services for your financial, physical, and social well-being, let’s make your next chapter the best one yet.

Take the first step to a successful retirement

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Retire Right in 3 Easy Steps:

As you work with us, we'll help you:

Connect

We want to learn more about you. What do you want to do in retirement? What are your biggest concerns?

Strategize

Develop strategies that maximize your retirement savings.

Plan

Together we will develop a plan that covers the six components of retirement: lifestyle, income, taxes, investments, health care, and legacy.

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Don't Miss Important <br>Retirement News and Insights

Sign-up for our Visual Insights Newsletter for the latest retirement information and strategies.

This field is for validation purposes and should be left unchanged.
Full Name(Required)

Looking for more information?

Launching Our First Magazine: Meet Adventurous Angie 

A brand-new Merkle Retirement Planning magazine is here, and its first issue puts a spotlight on Adventurous Angie—an energetic retiree proving that retirement isn’t the end of the story; it’s […]

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Fact or Fiction: Medicare, Costs, and Choices — What Really Matters Before 65 (and After) 

When it comes to Medicare, misinformation travels fast. Maybe a friend insists it’s free. A coworker swears long-term care is covered. Someone else warns you about penalties for signing up […]

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Inside the Cave of Questions: Getting Started at 55+ 

This Indiana Jones–inspired episode of Retiring Today with Loren Merkle turns a common worry—how to start planning for retirement at 55—into a guided trek through six milestones: lifestyle, income, taxes, investments, health care, and legacy.  We […]

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How to Know If You’re Retirement-Ready at Age 55

Our journey takes place inside the Cave of Questions because retirement often begins with more questions than answers and figuring out where to start can feel like navigating a dark cave. While inside, we discover that a map is a great place to […]

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Retirement Sneaks Up: Steps to Take When You Need to Decide Fast

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 […]

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You’ve Inherited Money, Now What? 

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 […]

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The Top 10 Retirement Wake-Up Calls 

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 […]

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Are You Making These Investor Mistakes? 

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 […]

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Retirement Fact or Fiction: Investments 

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, […]

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7 Essential Questions Your Financial Advisor Should Be Asking

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 […]

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Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

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