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 […]
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 […]
Healing Hearts is our newest lifestyle group, created to support women who have lost a spouse on a journey of healing, connection, and community. Our Healing Hearts Coffee Chat is a casual gathering with coffee, pastries, and optional conversation starter cards. There’s no set agenda—just a welcoming space to connect and share.
You've worked tirelessly for 20-30 years to create the retirement you've always imagined. Now, as you approach this milestone, there's a whole new set of challenges awaiting you. Retirement planning isn't just about finances; it's about making informed decisions in areas like investments, income, taxes, health care, legacy, and lifestyle. Without the right guidance, navigating […]
Join us for a fun and creative afternoon at Painting with a Twist on Wednesday, April 1st from 3:00 PM to 5:00 PM, located at 3753 86th St. in Urbandale. Painting with a Twist is a paint-and-sip studio where guests can enjoy a drink while creating their own artwork with step-by-step guidance from talented artist-entertainers. […]
You've worked tirelessly for 20-30 years to create the retirement you've always imagined. Now, as you approach this milestone, there's a whole new set of challenges awaiting you. Retirement planning isn't just about finances; it's about making informed decisions in areas like investments, income, taxes, health care, legacy, and lifestyle. Without the right guidance, navigating […]
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 […]
If you’ve joined the Merkle Retirement Planning family within the past year, we’d love to welcome you to the New Client Mix & Mingle! This relaxed, come-and-go event is a wonderful opportunity to get to know our team better, enjoy food and drinks, and have a little fun with trivia along the way. Join us […]
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 […]