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 […]
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies at Trostel's Greenbriar. During the presentation, Retirement Planner Clint Huntrods, PhD will discuss: • Building a recession resistant portfolio • Make the most of Social Security • Ways you could decrease your tax bill […]
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies at Trostel's Greenbriar. During the presentation, Retirement Planner Clint Huntrods, PhD will discuss: • Building a recession resistant portfolio • Make the most of Social Security • Ways you could decrease your tax bill […]
Join us for a fun game of bingo at The Hall, located at 111 S. 11th St., West Des Moines, in Valley Junction. The event will take place on June 5th and starts at 1:30 PM. Enjoy prizes, complimentary snacks, and drinks! We are also collecting school supplies for Des Moines Public Schools. The most […]
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 Retirement Planner Jeremy Lyons on Thursday, June 19th, at noon at Merkle Retirement Planning for our annual Midyear Market Update. Jeremy will break down the key market trends shaping 2025, including: Market Volatility Global Trade & Tariffs Debt & Deficits Get historical perspective, fact-based insights, and practical guidance — all without the political noise. […]