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 During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a recession resistant portfolio, and why you have to rethink investment risk in retirement.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 […]
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 […]
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!
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 […]
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!
Developing a legacy plan can ensure your wishes are fulfilled and give you peace of mind in retirement. Join us Thursday, October 26th at Noon for a complimentary Lunch & Learn led by attorney Charlie Bottenberg. This is an excellent opportunity to hear directly from an estate planning professional about the difference between a will […]
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 […]
Since 2008, Meals from the Heartland has provided more than 200 million meals for the hungry in Iowa, across the U.S., and around the world. Our November Elevated Living Series is a volunteer day packing meals at Meals from the Heartland inside the Patty Cownie Packaging Center in West Des Moines. Each volunteer will use […]
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 […]