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, […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a […]
