A brand-new Merkle Retirement Planning magazine is here, and its first issue puts a spotlight on Adventurous Angie—an energetic retiree proving that retirement isn’t the end of the story; it’s […]
Launching Our First Magazine: Meet Adventurous Angie Read More »
Retirement planning isn’t just about saving money. It’s about making sure your plan supports the life you want to live once you stop working. Asking the right questions can uncover
7 Essential Questions Your Financial Advisor Should Be Asking Read More »
For many, the idea of long-term care feels like a distant concern—something to worry about later. But as retirement approaches, this topic becomes increasingly important. The numbers tell the story: research
Let’s Talk About Long-Term Care: What You Need to Know Now Read More »
Legacy planning isn’t always top of mind when preparing for retirement, but overlooking it can have costly and stressful consequences. You’ve worked hard to build your wealth—now it’s time to
Top Legacy Planning Traps That Could Derail Your Retirement Read More »
When people think about retirement, they often focus on the numbers—how much they’ve saved, when to claim Social Security, or how to manage taxes. But equally important, and often overlooked,
Four Retirement Lifestyle Traps — and How to Avoid Them Read More »
In this episode, experienced retirement planner Chawn Honkomp and host Molly Nelson sit down with special guest Lisa Even, a joy connoisseur, author, and coach. They discuss the emotional and
How to Fill Your Time and Find Joy in Retirement Read More »