Merkel Wealth Management

08/11/2026

Insurance decisions can feel overwhelming — but they don't have to be.

Join Collin Boyd and Jack Dobies, two of Merkel's finest and licensed insurance agents in the state of Ohio, for an honest, real-world conversation about why life insurance and long-term care coverage matter more than people think.

Jack and Collin bring a unique perspective shaped by years in the field — and they'll share real examples of why having the right coverage in place can make all the difference.

📅 September 2, 2026
🕓 4:30 PM ET
💻 Free & virtual — register below

👉 Register here:

No pressure, no sales pitch — just practical insight from people who do this every day. Whether you're just starting to think about coverage or want to better understand your options, this one's worth 30 minutes of your time.

See you there!

Why Insurance Matters: Real world examples and protection needs

09/18/2025

💭 Thinking Thursdays with MWM

Managing stress and prioritizing your health isn’t just important for you—it impacts the people around you as well.

✨ Take a moment today to move your body. Whether it’s a walk, a hike, a bike ride, or lifting weights, getting active is one of the best ways to clear your mind and strengthen your wellbeing.

Strong body. Strong mind. Stronger you.

09/09/2025

💡 True Wealth Tuesday

New laws and legislation are officially underway—are you up to speed on what’s changing?

The recently passed One Big Beautiful Bill Act brings with it several major shifts that will impact taxes, student loans, and financial planning over the coming years.

At Merkel Wealth Management, we want to make sure you stay informed and prepared for how these updates may affect you, your family, and your long-term goals.

📖 Take a look at our quick synopsis of the bill’s key impacts and stay ahead of the curve.

👉 Knowledge is the first step toward true wealth.

Learn more about The One Big Beautiful Bill Act (OBBBA), introducing a wide range of tax changes that will directly impact individuals, businesses, and the financial services industry.

08/28/2025

Thinking Thursdays with MWM💭

When it comes to your finances, what do you value most right now?

A. Confidence in my long-term plan
B. Tax-efficient investing
C. Peace of mind for my family
D. Guidance I can actually trust

Whether you're building wealth, protecting it, or planning your legacy — we know priorities evolve. Tell us where your focus is today.

👇 Cast your vote & let’s start the conversation.

08/26/2025

True Wealth Tuesdays🧭

She came in with a binder.

Every paper, every account, every detail—neatly organized and tabbed.

Not for herself…
But for her kids, someday.

She told us,
"I don’t want to leave them with a mess. I want to leave them with confidence."

That’s true wealth.
Not just leaving something behind—
but making sure the people you love are ready to carry it forward.

08/21/2025

Thinking Thursdays with MWM💭

It’s been a long week, and we’re all out of dinner ideas.
Drop your go-to local restaurant in the comments below 👇
Bonus points if it’s a hidden gem or a spot with an amazing patio!

Let’s show some love to the places that feed our families and fuel our Friday planning sessions.

08/19/2025

True Wealth Tuesdays🧭

There’s a sticky note in one of our team members’ drawers.

It says:
“Don’t forget—her dog’s name is Daisy.”
A client once mentioned it in passing.
It wasn’t on a form. It wasn’t part of the plan.
But it mattered.

Because when someone trusts us with their finances,
They’re also trusting us with the story behind them.

And it’s the little things—the handwritten notes, the extra call, the genuine care—that turn a financial plan into a relationship that lasts.

08/14/2025

Thinking Thursdays with MWM💭

Let’s play a little this or that:
Which one feels more like a smart splurge right now?

A) A weekend getaway
B) A new home project
C) A back-to-school tech upgrade
D) A really good bottle of wine 🍷

Tell us your pick in the comments 👇
We love hearing how people balance living well and spending wisely.

08/12/2025

True Wealth Tuesdays🧭

You can learn a lot about someone by how they talk about the people they love.

In our office, we’ve heard stories about first dates, family traditions, grandkids learning to drive, and parents leaving behind more than just money—they leave behind values.

Those conversations?
They shape how we build the plan.
Because the goal isn’t just to preserve wealth.
It’s to protect what matters most to you.

That’s what true wealth is.
Not numbers. Not markets.
But meaning.

08/07/2025

Thinking Thursdays with MWM💭

If you could go back and give your younger self one piece of financial advice…
What would it be?

We’ve heard everything from:
💸 “Start saving sooner.”
📈 “Invest more aggressively in my 20s.”
📚 “Actually pay attention to my 401(k).”
🏡 “Buy the house. Don’t wait.”

There’s wisdom in looking back—and even more value in applying it forward.
👇 Drop your advice in the comments—let’s learn from each other.