Retirement Reports

Long-Term Care Readiness

September 15th, 2022

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 […]

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Spousal Succession Plan

September 8th, 2022

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 […]

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Medicare Annual Enrollment is Almost Here

September 1st, 2022

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, […]

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Possible Social Security Changes for 2023

August 18th, 2022

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 […]

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Understanding Financial Designations

August 11th, 2022

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 […]

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Income Tax Law Changes and Your Retirement

August 4th, 2022

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 […]

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7 (More) Great Ways to Spend Your Time in Retirement

July 28th, 2022

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

July 21st, 2022

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 […]

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