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 event is full! Join us on Wednesday, September 11th, at Beaver Creek Golf Club in Grimes. The format is an 18-hole, 4-person best shot starting at 10 AM. You can register as an individual, couple, or group of four. Golf cart, greens fees, and lunch are complimentary! We will also have games, prizes, and […]
Join us for a retirement blockbuster! We are showing an exclusive screening of "The Psychology of Retirement". This trip to the theatre will help you navigate American's #1 retirement fear: running out of money.
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 […]
This event is now full. Whether you are enrolling in Medicare for the first time or have been doing so for several years, there are important steps to take during the Medicare Annual Enrollment period, which runs from October 15th to December 7th. Join Merkle Retirement Planning Director of Medicare AnnaMarie Morrow, on Thursday, September […]
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 […]
It's tailgate time! We are hosting a fun-filled football-themed event on Friday, September 27th, from 5:00 - 7:00 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 support your favorite team by […]
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 […]
