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. Retirement Planner Clint Huntrods, PhD will discuss how to build a recession resistant portfolio, make the most of Social Security, and ways you could decrease your tax […]
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 During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a recession resistant portfolio, and why you have to rethink investment risk in retirement.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. Retirement Planner Clint Huntrods, PhD will discuss how to build a recession resistant portfolio, make the most of Social Security, and ways you could decrease your tax […]
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. Retirement Planner Clint Huntrods, PhD will discuss how to build a recession resistant portfolio, make the most of Social Security, and ways you could decrease your tax […]
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 […]
This event is full! Thank you to all who registered for this popular event. Due to space restrictions, unfortunately we cannot register anyone else at this time. Please check out MerklePlan.com for our next Lifestyle Event! Join us for Cookie Decorating with Brooke Mickelson! Brooke is an award-winning baker and owner of Brookies Bakery, specializing […]
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 […]
A family illness has led us to switch the February Lunch & Learn presenter from Certified Grief Coach and Caregiving Counselor Kathy Koenig to Becky Montgomery of Senior HomeFinder of Iowa. We wish Kathy and her family the best during this time. Becky has graciously agreed to step in, and we are thrilled. She […]
Retirement is a mindset shift. You have to rethink everything – including income. This online workshop will show you how to transform your mindset and maximize retirement income. Learn where to start (it's NOT investments), why you have more control than you think, and what it looks like to develop a plan that makes your money last as long as you do. Presenters: […]
Retirement is a mindset shift. You have to rethink everything – including income. This online workshop will show you how to transform your mindset and maximize retirement income. Learn where to start (it's NOT investments), why you have more control than you think, and what it looks like to develop a plan that makes your money last as long as you do. Presenters: […]
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 […]