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

Merkle Retirement Planning

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United States
Grimes, IA
Merkle Retirement Planning

We specialize in comprehensive Retirement Planning services.

08/31/2026

Happy Birthday to Client Onboarding Specialist Mallory Wilsey! 🎉

Mallory’s energy, enthusiasm, and genuine care for those around her make her a joy to work with and someone the families and individuals we serve can always count on. She brings plenty of laughter, positivity, and fun wherever she goes.

Mallory, we hope your birthday includes lots of laughs and time with the people you love!

Happy Birthday, Mallory!

08/27/2026

Our Lifestyle Event at Sweet Bee Prairie Gardens in Johnston was a wonderful opportunity to learn, create, and enjoy the beauty of nature.✨

Master Gardener Don Francois guided attendees through the gardens, sharing his knowledge and passion for the flowers, plants, and pollinators that make the space so special. After the tour, everyone had the opportunity to create a fresh flower arrangement to take home.💐

Thank you to everyone who joined us for a wonderful event filled with gardening, creativity, and great conversation. We love providing opportunities for the families and individuals we serve to connect, learn something new, and enjoy time together.

08/23/2026

New Blog Alert!

Did you know we have a blog? We just published a new one today: "You've Inherited an IRA – Now What?"

Inheriting an IRA comes with more decisions than people expect. If you know someone navigating this right now, tag them below or share this post — it might be exactly what they need to see today.

Click here to read the blog: https://merkleretirementplanning.com/inherited-an-ira-heres-how-to-avoid-costly-tax-mistakes/

08/19/2026

Happy Birthday to Retirement Planner Stacey Perkins! 🎉

Stacey brings an upbeat, lighthearted energy that makes our workplace not only more productive, but genuinely fun. Her positive attitude, strong work ethic, and heart for helping others shine through in everything she does.

Stacey, we're grateful to have you on the team and hope your birthday is filled with celebration, laughter, and all your favorite things. Happy Birthday!

08/18/2026

We're always looking for new reading recommendations! 📚✨

Tell us which option fits you best, or share the title of a book you've enjoyed recently in the comments.

08/11/2026

The Iowa State Fair starts in two days!

Whether you're there for the famous food, the livestock and exhibits, or the live entertainment, everyone has a favorite way to kick off their visit.

Tell us your answer in the comments:
A. Food
B. Livestock & Exhibits
C. Live Entertainment

If you have a favorite Iowa State Fair tradition, we'd love to hear that too!

08/08/2026

Happy Birthday to our intern, Ethan Swehla! 🎉

Ethan has been a great addition to the team, bringing a strong work ethic, a positive attitude, and a willingness to learn. He attends Iowa State University, where he's majoring in finance.

When he's not in the office, you'll likely find Ethan back home in New Hampton helping on his family's farm or enjoying the outdoors hunting, fishing, or riding ATVs.

Ethan, we hope your birthday is filled with plenty of celebration, laughter, and time with the people who mean the most to you. Please join us in wishing him a very happy birthday!

08/05/2026

Happy Birthday to our Senior Director of Marketing, Richelle Smith! 🎉

Whether she's exploring a glacier in Canada or leading our Marketing Team, Richelle brings an adventurous spirit, a positive attitude, and a willingness to embrace new challenges.

Richelle works hard to create a team culture where people feel supported, encouraged, and challenged to grow. Whether she's introducing new technology, finding better ways to do things, or jumping in wherever she's needed, Richelle is always willing to share ideas, solve problems, and help others succeed, making a lasting impact on our entire team.

Richelle, thank you for your leadership, creativity, and all you do for our team. We hope you have a wonderful birthday filled with celebration, laughter, and maybe even your next great adventure!

08/04/2026

One member of our team has called 10 different states home.

Who do you think it is? Cast your vote in the comments with A, B, or C.

We'll reveal the answer tomorrow!

08/01/2026

Happy Birthday to Client Experience Specialist Sydney McNeely! 🎉

Sydney joined the Merkle Retirement Planning team in May, and we're so glad she's part of our Client Experience Team. She has been a wonderful addition, bringing a positive attitude, a caring spirit, and a friendly smile to the office each day.

Sydney, we appreciate everything you do to help create meaningful experiences for the families and individuals we serve.

We hope your birthday is filled with laughter, celebration, and time with the people who mean the most to you.

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

http://www.MerkleRetirementPlanning.com/

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