Whether you are electing for the first time or several years in – there are important steps to take during the Medicare Annual Enrollment period of October 15th to December 7th. Join Merkle Retirement Planning Director of Medicare AnnaMarie Morrow Thursday, September 21st at noon for this in-person Lunch & Learn. AnnaMarie will discuss why […]
Retirement is a mindset shift. You have to rethink everything – including investments. During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a recession resistant portfolio, and why you have to rethink investment risk in retirement. 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 Loren Merkle 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 […]
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Loren Merkle 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 […]
Join us for a fun-filled football-themed event Friday, September 29th, from 5:30 to 7:30 PM at Merkle Retirement Planning for members of The League. We will have complimentary food and drinks, plus music and tailgate games! The party will be outside, weather permitting. Feel free to dress in support of your favorite team. Merkle Retirement […]
This event is now full! Join us for an afternoon at Middlebrook Farm in Cumming. Described as "the street corner at the intersection of real estate and food," this 500-acre development honors the agricultural legacy of the land while building a vibrant village. We’ll start with a short tour of the farm, then create art […]
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 […]
