You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey to retirement should be no different! Retirement is a trip that takes some serious planning. When to elect Social Security and Medicare, turning your retirement savings into retirement income, saving money on taxes plus a […]
Our commitment to the Merkle Retirement Planning families is that we will guide you to and through retirement. We are honored to celebrate the big moments with you, but that commitment extends to seeing you through the hard seasons of life as well. Whether you are experiencing the loss of a loved one, a career, […]
Our commitment to the Merkle Retirement Planning families is that we will guide you to and through retirement. We are honored to celebrate the big moments with you, but that commitment extends to helping you through the hard seasons of life as well. Our Caregiving Circle is a place where individuals can openly share their […]
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Clint Huntrods will discuss how to build a recession resistant portfolio, make the most of Social Security, and decrease your tax bill in retirement. All attendees will receive a complimentary copy of […]
You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey to retirement should be no different! Retirement is a trip that takes some serious planning. When to elect Social Security and Medicare, turning your retirement savings into retirement income, saving money on taxes plus a […]
Retirement is a mindset shift. You have to rethink everything – including health care. After watching this online workshop, you’ll reconsider waiting until 65 to retire, understand cost-saving Medicare strategies, and learn four approaches to funding long-term care. Plus, you’ll be able to ask questions during the workshop!
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Clint Huntrods will discuss how to build a recession resistant portfolio, make the most of Social Security, and decrease your tax bill in retirement. All attendees will receive a complimentary copy of […]
Retirement is a mindset shift. You have to rethink everything – including health care. After watching this online workshop, you’ll reconsider waiting until 65 to retire, understand cost-saving Medicare strategies, and learn four approaches to funding long-term care. Plus, you’ll be able to ask questions during the workshop!
Developing a legacy plan can ensure your wishes are fulfilled and give you peace of mind in retirement. Join us Thursday, October 26th at Noon for a complimentary Lunch & Learn led by attorney Charlie Bottenberg. This is an excellent opportunity to hear directly from an estate planning professional about the difference between a will […]
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Clint Huntrods will discuss how to build a recession resistant portfolio, make the most of Social Security, and decrease your tax bill in retirement. All attendees will receive a complimentary copy of […]
