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 […]
Join our Director of Medicare & Long-Term Care AnnaMarie Morrow, for a Lunch & Learn on April 16th at noon at Merkle Retirement Planning as she discusses why having a long-term care strategy can play an important role as retirement approaches. With nearly 70% of individuals turning 65 likely to need some form of long-term […]
Join us for Journey to Retirement, an eye-opening and interactive workshop designed to help you gain clarity, control, and confidence in your retirement planning. Follow a hypothetical couple as they navigate key retirement decisions and uncover how a comprehensive plan can help you retire on your terms. Led by Retirement Planner Clint Huntrods and […]
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 […]
Join us for Journey to Retirement, an eye-opening and interactive workshop designed to help you gain clarity, control, and confidence in your retirement planning. Follow a hypothetical couple as they navigate key retirement decisions and uncover how a comprehensive plan can help you retire on your terms. Led by Retirement Planner Clint Huntrods and […]
Join us for our annual The League Luau Friday, April 24th from 6 PM to 8:30 PM. It will be a festive evening at the Crown Point Community Center located at 6300 Pioneer Pkwy in Johnston. The event will feature live music from Saints and Sinners — a group who first met performing together in […]