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 […]
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 the legacy you want to leave. After watching this online workshop, you’ll learn the importance of planning your legacy for after you're gone and understand how everyone has a legacy, whether they know it or not. Plus, you’ll be able to ask questions […]
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 […]
We are so happy to have you as part of the Merkle Retirement Planning family. Registration is required for this event. You can bring one guest, please register your guest even if it is your spouse. Country Lane Lodge in Adel Friday, November 17th 6:00 to 9:00 PM Food, drinks, live music, and […]
Retirement is a mindset shift. You have to rethink everything – including the legacy you want to leave. After watching this online workshop, you’ll learn the importance of planning your legacy for after you're gone and understand how everyone has a legacy, whether they know it or not. Plus, you’ll be able to ask questions […]
Join us for Putz House Building at Merkle Retirement Planning. We will decorate small cardboard houses with tiny wreaths, glitter, and other accessories. We will provide crafting materials, beverages, and light snacks. You are welcome to bring a friend!
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, […]
