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 now full. Don’t miss this opportunity to immerse yourself in the rich military heritage of Iowa and learn more about our state's largest military base. Join us for an afternoon at Camp Dodge in Johnston on Wednesday, October 1st starting at 1 PM. We will start with a presentation on Camp Dodge, […]
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 […]
Join us for a retirement blockbuster! We are showing an exclusive screening of "The Psychology of Retirement". This trip to the theatre will help you navigate American's #1 retirement fear: running out of money.
Join us for a Lunch & Learn presentation on advance funeral planning with Shannon Heinen of Caldwell Parrish Funeral Home. Shannon will discuss the advantages of advance planning, the process, and cost. She will also take your questions during the presentation.
You've worked tirelessly for 20-30 years to create the retirement you've always imagined. Now, as you approach this milestone, there's a whole new set of challenges awaiting you. Retirement planning isn't just about finances; it's about making informed decisions in areas like investments, income, taxes, health care, legacy, and lifestyle. Without the right guidance, navigating […]
You've worked tirelessly for 20-30 years to create the retirement you've always imagined. Now, as you approach this milestone, there's a whole new set of challenges awaiting you. Retirement planning isn't just about finances; it's about making informed decisions in areas like investments, income, taxes, health care, legacy, and lifestyle. Without the right guidance, navigating […]