Retirement Reports

Someone turning age 65 today has almost a 70% chance of needing some type of long-term care services in their lifetime. In 2021, the median monthly cost of a private […]

A little planning now can go a long way when life takes unexpected turns. That’s why we’ve put together a Spousal Succession Plan Checklist that includes some of the decisions […]

It’s easy to think of Medicare as a one-time thing. Three months before you turn 65 or up to three months after, you make your initial election and supplement decision, […]

Another big cost-of-living adjustment (COLA) could be coming for Social Security recipients in 2023. Social Security Administration officials recently confirmed that the increase would be “closer to 8%.” This would […]

On our website, TV show, podcast, or YouTube channel, you may have noticed various letters behind the names of the retirement planners at Merkle Retirement Planning. We wanted to take some time […]

Many pre-retirees and retirees are cheering as Iowa joins a growing list of U.S. states that do not tax your retirement income. Twelve states don’t tax distribution from pensions or defined contribution […]

Are you ready to retire but unsure what to do with all the extra free time? You’re not alone. Here are seven great ways to spend your time in retirement from a […]

We often hear, “I just don’t know what I would do if I retired.” They are ready to say goodbye to work but unsure how to say hello to retirement and what […]