Spousal Succession Plan
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 …
Retirement Reports
Medicare Annual Enrollment is Almost Here
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, …
Possible Social Security Changes for 2023
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 …
Understanding Financial Designations
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 …
Income Tax Law Changes and Your Retirement
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 …
7 (More) Great Ways to Spend Your Time in Retirement
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 …
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7 Great Ways to Spend Your Time in Retirement
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 …