Trivia Event
Join us for Team Trivia on Thursday, February 5th, at the Windsor Heights Community Center located at 6900 School St. in Windsor Heights. The fun begins at 2:00 PM with […]
Retirement
The Seven Social Security Rules Every Retiree Should Know
Social Security will likely be a major part of your retirement paycheck, but the rules behind your benefit, taxes, and timing can be more complicated than they look on the surface. Retirement Planners Loren Merkle and Chawn
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Launching Our First Magazine: Meet Adventurous Angie
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
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Fact or Fiction: Medicare, Costs, and Choices — What Really Matters Before 65 (and After)
When it comes to Medicare, misinformation travels fast. Maybe a friend insists it’s free. A coworker swears long-term care is covered. Someone else warns you about penalties for signing up
Let’s Talk About Long-Term Care: What You Need to Know Now
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
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Fact or Fiction: The Truth About Taxes in Retirement
This blog breaks down five common beliefs about taxes in retirement, helping you separate fact from fiction. With direct insights from Retirement Planners Loren Merkle and Haley Gutschenritter, it covers
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Top Legacy Planning Traps That Could Derail Your Retirement
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
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5 Common Retirement Income Traps (And How to Avoid Them)
Retirement planners Loren Merkle and Chawn Honkomp provide insight and action strategies that may help you sidestep common retirement income pitfalls. Let’s break down each trap and see how to safeguard your
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Understanding Taxes in Retirement
In this episode of Retiring Today, Loren Merkle and Chawn Honkomp discuss the important mindset shift when it comes to taxes in retirement. They break down the current mindset, the
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3 Ways to Overcome The Fear of Running Out of Money in Retirement
In this episode of Retiring Today with Loren Merkle, we discuss three practical ways to overcome the fear of running out of money in retirement. Experienced CERTIFIED FINANCIAL PLANNERsTM Loren
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