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, […]
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 helping you through the hard seasons of life as well. Our Caregiving Circle is a place where individuals can openly share their […]
This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this exciting and informative workshop! Presenters: Loren Merkle, CFP®, RICP® Chawn Honkomp, CFP®, RICP®, ChFC®
As a new member of the Merkle family, we want to make sure you have everything you need to make the most of your retirement planning. This is a night to get to know your team for retirement while enjoying dinner and refreshments. We'll also have trivia, information about our team members, ways to get […]
This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this exciting and informative workshop! Presenters: Loren Merkle, CFP®, RICP® Chawn Honkomp, CFP®, RICP®, ChFC®
This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this exciting and informative workshop! Presenters: Loren Merkle, CFP®, RICP® Chawn Honkomp, CFP®, RICP®, ChFC®
This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this exciting and informative workshop! Presenters: Loren Merkle, CFP®, RICP® Chawn Honkomp, CFP®, RICP®, ChFC®
This event is now full! Thank you to all who registered for this event early. Check out MerklePlan.com for more Lifestyle Event opportunities. For more than 100 years, the golden dome of the Iowa State Capitol has been a symbol of Iowa government and politics. The 23-karat gold-covered dome rises 275 feet above the Capitol […]
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 […]
