Merkle Retirement Planning

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Merkle Retirement Planning We specialize in comprehensive Retirement Planning services.

Happy Birthday, Molly! 🎉 Whether she’s writing the content behind our marketing materials, developing ideas behind the s...
10/26/2026

Happy Birthday, Molly! 🎉

Whether she’s writing the content behind our marketing materials, developing ideas behind the scenes, or stepping in front of the camera to host Retiring Today, Molly brings creativity and care to everything she does.

Her thoughtful and powerful words enhance everything we share, helping turn big ideas into content that feels engaging, relatable, and meaningful. We’re so grateful for the creativity and talent she brings to our team!

Molly, we hope your birthday is filled with plenty of reasons to celebrate and that the year ahead brings lots of fun, new experiences, and moments worth writing about. Happy Birthday! 💙

👻 Don’t let the CityView voting deadline sneak up on you! Click the link below to cast your vote in the CITYVIEW Best of...
10/24/2026

👻 Don’t let the CityView voting deadline sneak up on you!

Click the link below to cast your vote in the CITYVIEW Best of Des Moines Awards and vote for us in these four categories:

#243 | Best Local Financial Planner
Loren Merkle

#244 | Best Local Insurance Agent
AnnaMarie Morrow

250 | Best Customer Service (Overall)
Merkle Retirement Planning

#256 | Best Local Place for Tax Preparation
Merkle Tax Solutions

No tricks here, just a big THANK YOU to everyone who has voted for us over the years and helped us earn recognition at the CITYVIEW Best of Des Moines awards!

Click the link below to vote.
https://www.surveymonkey.com/r/GTCHG9T

Voting closes Sunday, November 22nd at 5:00 PM.

We had a groovy good time at our The League Disco Party! 🪩✨From The Hustle to the YMCA, we shook our groove thang, enjo...
10/22/2026

We had a groovy good time at our The League Disco Party! 🪩✨

From The Hustle to the YMCA, we shook our groove thang, enjoyed great food, and loved seeing everyone decked out in their far-out '70s fashion!

A big thank you to our members of The League! We're grateful for your willingness to spread the word about Merkle Retirement Planning and for the energy and enthusiasm you bring to our events.

You really brought the fun and made this a night to remember! 💙

Let's take a trip down Halloween memory lane! Remember the homemade costumes and pillowcases full of candy? We want to k...
10/20/2026

Let's take a trip down Halloween memory lane!

Remember the homemade costumes and pillowcases full of candy?

We want to know: What was your favorite Halloween costume you wore as a kid?

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!

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

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