Ready to get your FREE guide to retiring earlier from Merck?  

  • Clear, actionable strategies to help you make better financial decisions now
  • Tax-saving Ideas to minimize the impact of the Cash Balance plan on your future
  • Expert Advice to avoid working longer than you have to.

Brendan Dooley, CFP®, CRPC®

President, Founder Meaningful Wealth Management LLC

I started my financial planning firm to help people that help people. I started working with Merck employees and the more I got to know their benefits, the more I wanted to help them avoid the pitfalls of this benefit. Despite its generosity, Merck's Cash Balance plan introduces a nuanced layer of complexity to financial planning that is best addressed as early as possible.

I hope you find value in the guide I've shared here. If you have specific questions about how to navigate your own financial situation, please utilize the calendar below to schedule a convenient time for us to connect.


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