Retirement is a mindset shift. You have to rethink everything – including health care. After watching this online workshop, you’ll reconsider waiting until 65 to retire, understand cost-saving Medicare strategies, and learn four approaches to funding long-term care. Plus, you’ll be able to ask questions during the workshop! Presenters: Loren Merkle, CFP®, RICP® AnnaMarie Morrow, […]
Retirement is a mindset shift. You have to rethink everything – including health care. After watching this online workshop, you’ll reconsider waiting until 65 to retire, understand cost-saving Medicare strategies, and learn four approaches to funding long-term care. Plus, you’ll be able to ask questions during the workshop! Presenters: Loren Merkle, CFP®, RICP® AnnaMarie Morrow, […]
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 […]
Join us for a fun-filled day in Ames! Meet us there or hop on the bus at Merkle Retirement Planning. We will start the morning with a 10 AM guided tour of Reiman Gardens. Reiman Gardens is dedicated to sharing the beauty of plants and to the art and applied science of garden and plant […]
Join us for an evening of tailgating, socializing, and baseball at Principal Park on Friday, June 7th. The tailgate starts at 4:00 PM near Lot 2. We will have burgers, hot dogs, sides, and cold beverages. We will head into the park at 6:30 PM to watch the Iowa Cubs take on the Toledo Mud […]
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 […]
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 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 […]
Join us for the Midyear Market Update with Retirement Planner Jeremy Lyons. Jeremy will cover the markets, inflation, and the presidential election. Plus, a captivating and innovative discussion on the future of blockchain, artificial intelligence, and robotic technology.
