Maximize Your Retirement

You’ve spent a lifetime working hard. It’s time to enjoy it.

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Our purpose is to bring your retirement vision to life by creating lifelong relationships and retirement plans built on a foundation of trust, transparency and a warm heart. As your team for retirement, we aim to give you the tools and resources you need to walk confidently into retirement. With a community of like-minded individuals and services for your financial, physical, and social well-being, let’s make your next chapter the best one yet.

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Retire Right in 3 Easy Steps:

As you work with us, we'll help you:

Connect

We want to learn more about you. What do you want to do in retirement? What are your biggest concerns?

Strategize

Develop strategies that maximize your retirement savings.

Plan

Together we will develop a plan that covers the six components of retirement: lifestyle, income, taxes, investments, health care, and legacy.

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Don't Miss Important
Retirement News and Insights

Sign-up for our Visual Insights Newsletter for the latest retirement information and strategies.

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Looking for more information?

2024 By The Numbers

Social Security benefits, Medicare premiums, and contribution limits are increasing in 2024. Here is a look at 2024 by the numbers. 3.2% Social Security Social Security benefits will increase 3.2% in …

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Who Pays Taxes on Social Security And Why?

Social Security is an important part of your retirement income. That’s why we wade through all the options (up to 81 if you are married) to help you maximize your …

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Medicare Part B Premiums to Increase in 2024

The standard monthly cost of Medicare Part B will increase by 6% in 2024. Medicare Part B covers certain doctors’ services, outpatient care, medical supplies, and preventive services. The cost …

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It’s Almost Time to Revisit Your Medicare Plan

Hello, it’s me — your friendly Director of Medicare, AnnaMarie Morrow, here to remind you to start thinking about the Annual Enrollment Period. Whether this is your first year on …

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Three Part Series On Social Security: Part Three

How a Job Impacts Social Security This Retirement Report is the last in a three-part series on Social Security. Click here to read part one, “The Status of Social Security,” and …

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Three Part Series On Social Security: Part Two

“The Social Security shopping mall has 81 stores for married couples.” There are a lot of opinions, articles, and information out there about Social Security. In this Retirement Report, we’ve …

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Three Part Series On Social Security: Part One

This is the first in a three-part series on Social Security. Look for part two on spousal benefits in the July Retirement Report and part three on how working impacts …

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Eight Things Medicare Doesn’t Pay For

Original Medicare (Parts A and B) covers many medical and hospital services. But some of the things it doesn’t cover might surprise you. Here are eight things Medicare doesn’t pay …

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My Take on the Debt Limit and Bank Crisis

When we set up Your Merkle Plan, we talked about legislative risk – how what happens in Washington can impact your plan in good and bad ways. A few months ago, …

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How 5 Types of Retirement Income Are Taxed

Not all retirement income is taxed the same. We explore five types of retirement income and how the federal government taxes them.   Traditional IRAs and 401(k)s  Traditional IRAs and 401(k) …

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Ready to take your retirement to the next level?

Let's chat! Schedule a time to talk with a retirement planner about your retirement vision. Schedule a 15-minute Retirement Check-Up Call.

Ready to take your retirement to the next level?

Let's chat! Schedule a time to talk with a retirement planner about your retirement vision. Schedule a 15-minute Retirement Check-Up Call.

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