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 During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a recession resistant portfolio, and why you have to rethink investment risk in retirement.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! Presenters: Loren […]
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies at Fleming's Prime Steakhouse & Wine Bar. All attendees will receive a complimentary copy of Loren Merkle's new book, "Retire Your Way." During the presentation, Retirement Planner Clint Huntrods, PhD will discuss: • Building […]
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 During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a recession resistant portfolio, and why you have to rethink investment risk in retirement.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! Presenters: Loren […]
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 During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a recession resistant portfolio, and why you have to rethink investment risk in retirement.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! Presenters: Loren […]
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 […]
Get ready to yell, BINGO! Join us for BINGO at The Hall in Valley Junction from 1:30 to 3:30 PM. There will be complimentary drinks and snacks. Prizes include a variety of gift cards and Merkle merchandise. Everyone will take home a Merkle mug and notebook. You are welcome to bring a friend. The Hall […]
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 […]
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 […]
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 […]
