Get Your Retirement Readiness Checklist
Don’t let simple oversights create more retirement stress than necessary
Are you 55 or older and thinking about retirement? This concise, research-backed checklist helps you take inventory, plan ahead, and uncover potential blind spots so you can feel more confident about life after work.
Unlock it now to:
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Uncover 9 moves to make before your final paycheck
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Spot overlooked tax traps and income gaps early
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Feel more organized and in control—in under 15 minutes
"No scare tactics. Just a clear look at what really needs your attention before you stop working."
Loren Merkle, CFP®, RICP®
Merkle Retirement Planning
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Content prepared by Snappy Kraken.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. The content and examples shared are for informational purposes only and should not be construed as investment advice or serve as the sole basis for making financial decisions. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal financial situation. Our firm is not permitted to offer legal advice. Investment Advisory Services offered through Elite Retirement Planning, LLC. Insurance Services offered through MRP Insurance, LLC.
Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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We never spam. By clicking this button, you consent to be contacted by Loren Merkle, CFP®, RICP® by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.