Merkle Retirement Planning

Call Directions Website Contact the business

Merkle Retirement Planning We specialize in comprehensive Retirement Planning services.

New Blog! We just published a new blog, “What Happens to Your Retirement Income When a Spouse Dies?” It’s a conversation...
10/18/2026

New Blog!

We just published a new blog, “What Happens to Your Retirement Income When a Spouse Dies?”

It’s a conversation couples may want to avoid, but shouldn’t. The loss of income, the tax shift, Social Security survivor benefits, and steps couples can take now to help prepare the surviving spouse are all covered in this blog.

Take a few minutes to read the blog, and consider sharing it with a friend or family member who may benefit from the conversation.

Read the blog here: https://merkleretirementplanning.com/what-happens-to-your-retirement-income-when-a-spouse-dies/

Happy Birthday to Graphic Designer Hannah Drummond! Hannah brings creativity and clever ideas to everything she does. Sh...
10/14/2026

Happy Birthday to Graphic Designer Hannah Drummond!

Hannah brings creativity and clever ideas to everything she does. She’s always willing to offer up a fresh idea, lend a creative eye, and help bring a vision to life.

Her talents don’t stop at graphic design, either. Hannah is also a marvelous baker and often shares her delicious treats with the team!

We’re lucky to have Hannah’s creativity (and baking skills) on our team. Happy Birthday, Hannah! 🎉

Happy Birthday to Retirement Tax Strategist Adam Bernstorf! 🎉Whether he’s answering a tax question, helping think throug...
10/12/2026

Happy Birthday to Retirement Tax Strategist Adam Bernstorf! 🎉

Whether he’s answering a tax question, helping think through a retirement strategy, or offering an explanation that makes a complicated topic easier to understand, Adam is always willing to jump in and help.

And if you want to get him talking, just bring up baseball! Adam can rattle off stats with the best of them and is always ready for a good baseball conversation.

We’re grateful for everything Adam brings to our team. Happy Birthday, Adam!

Happy Birthday to Financial Planning Intern Morgan Honkomp! 🎉Morgan is studying Accounting and Finance at the University...
10/12/2026

Happy Birthday to Financial Planning Intern Morgan Honkomp! 🎉

Morgan is studying Accounting and Finance at the University of Iowa and expects to graduate in 2028.

We enjoy having Morgan around the office! She’s a quick learner, always willing to pitch in wherever needed, and brings a smile and positive attitude to the team.

We hope you have a wonderful birthday, Morgan!

Happy Birthday to Compliance Officer Missy Gray! 🎉Missy brings a wealth of knowledge and wisdom to our team and is alway...
10/11/2026

Happy Birthday to Compliance Officer Missy Gray! 🎉

Missy brings a wealth of knowledge and wisdom to our team and is always willing to lend a hand. Her insight reaches into so many areas of the company, and we’re grateful to have someone we can count on for thoughtful guidance, helpful answers, and a steady perspective.

We appreciate all that Missy does for our team and the families and individuals we serve. Happy Birthday, Missy!

Merkle Trivia: Halloween Edition! In honor of Halloween, this month’s Merkle Trivia has us digging into the archives! W...
10/06/2026

Merkle Trivia: Halloween Edition!

In honor of Halloween, this month’s Merkle Trivia has us digging into the archives!

Which self-proclaimed Titanic-obsessed team member (pictured on the left below with her three siblings) had her mother recreate Rose’s iconic red and black dinner gown for Halloween when she was nine years old?

A. Kristen Koenig

B. Ally Braun

C. Alisha Mullin

Drop your guess in the comments!

Happy Birthday to Health Care Specialist Melissa Hallin! 🎉It’s fitting that Melissa celebrates her birthday just before...
09/28/2026

Happy Birthday to Health Care Specialist Melissa Hallin! 🎉

It’s fitting that Melissa celebrates her birthday just before Medicare Annual Enrollment, October 15th through December 7th, because many of the families and individuals we serve may be working with her during this busy time!

Melissa joined our team in April, and we’re so happy to have her on board. She brings a wealth of health care experience, a helpful attitude, and plenty of positive energy to the team.

Melissa is a big NFL football fan, so we suspect her birthday celebration may include watching tonight’s game, even if her favorite team, the Kansas City Chiefs, isn’t playing.

Happy Birthday, Melissa! We hope you have a great day!

There’s nothing quite like watching a great TV series for the first time, the twists you didn’t see coming, the characte...
09/22/2026

There’s nothing quite like watching a great TV series for the first time, the twists you didn’t see coming, the characters you grew to love, and the episodes that kept you saying, “Just one more!” 📺✨

If you could rewatch one TV series for the first time, what would it be?

Share your pick in the comments! You might just give someone else an idea for their next show.

Happy Birthday to our Training & Development Coordinator, Katie Bertness! 🎉Katie plays a key role in training new employ...
09/20/2026

Happy Birthday to our Training & Development Coordinator, Katie Bertness! 🎉

Katie plays a key role in training new employees, leading our internship program and spearheading initiatives that help all of us continue to learn and grow. She's always ready with a witty comment, an encouraging word, and a positive attitude that makes working with her a lot of fun.

Katie, we hope your birthday is filled with laughter and celebration. Happy Birthday!

Fall Saturdays are hard to beat!What’s your favorite way to spend a Saturday this time of year?Watching college football...
09/18/2026

Fall Saturdays are hard to beat!

What’s your favorite way to spend a Saturday this time of year?

Watching college football ✨🏈

Getting outside and enjoying the cooler weather ✨🍂

Cooking up your favorite fall foods ✨🥧

Tell us your pick in the comments, or share your favorite fall Saturday.

Address

1860 SE Princeton Drive
Grimes, IA
50111

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+15152781006

Website

Alerts

Be the first to know and let us send you an email when Merkle Retirement Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Merkle Retirement Planning:

Shortcuts

Share

Category