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 […]
Event rescheduled from 02/05/25 to 02/12/25 due expected freezing rain. -- This event is now full. -- Join us for an afternoon at the movies on Wednesday, February 5th. We will be screening the movie "Here," which brings together Forrest Gump stars Tom Hanks and Robin Wright in a heartfelt tale of love, loss, laughter, […]
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 […]
Attorney Charlie Bottenberg will join us for a presentation and Q & A session on estate planning. He will cover wills and trusts, Iowa inheritance tax laws, plus talk about probate and trust costs. Join us at noon!