Call Us Today! (779) 220-9608 | [email protected]
EmailFacebookLinkedInX

Already taking social security? Then this email isn’t for you. If you are born 1954 to 1962 and are NOT taking your benefits, this is an important time for YOU!

Understanding the Ages to Take Social Security BenefitsSocial Security benefits provide crucial financial support for retirees, but deciding when to start receiving these benefits can significantly impact your lifetime income. Once you make a decision and apply, there are very few situations where you can change the election. Here’s a general breakdown of the different [...]

2024-10-10T10:12:10-07:00October 10th, 2024|retirement, Social Security, Uncategorized|Comments Off on Already taking social security? Then this email isn’t for you. If you are born 1954 to 1962 and are NOT taking your benefits, this is an important time for YOU!
Read More

Importance of Personal Tax Planning Throughout the Year

As we continue through another year, I wanted to highlight the significant benefits of engaging in proactive personal tax planning. Whether you're a freelancer, business owner, or employee, effective tax planning can make a substantial difference in optimizing your financial situation and ensuring compliance with tax obligations.  We, at Merlak Tax, recognize this and encourage [...]

2024-08-06T10:30:41-07:00August 6th, 2024|financial, life insurance, retirement, Social Security, Tax|Comments Off on Importance of Personal Tax Planning Throughout the Year
Read More

New Social Security Facts for 2024

Social Security has released the COLA increase for 2024 and other important facts for the upcoming year.  Medicare Part B costs will raise to $174.70, an increase of $9.80/month. Read all the changes on this fact sheet: social security 2024 fact sheet

2023-11-02T08:50:31-07:00November 2nd, 2023|Social Security|Comments Off on New Social Security Facts for 2024
Read More

In Depth Tax Analysis

People are asking what can I expect from an in depth tax analysis strategy session. Well, you first will see what tax bracket you are in and where the next cut off is so you can plan for filling that tax bracket.  You next will find out what deductions and credits you qualify for plus [...]

2021-11-10T07:54:27-07:00October 25th, 2021|retirement, Social Security, Tax|Comments Off on In Depth Tax Analysis
Read More

Retirement In Sights

          Retirement In Sight Presented by Carla J. Merlak AUGUST 2017 “If grass can grow through cement, love can find you at every time in your life.”      - Cher TRAVEL TIP Road trip? Take an emergency kit If you plan on driving a few hundred miles (or more), make [...]

2018-04-03T16:02:58-07:00September 6th, 2017|retirement, Social Security, Uncategorized|Comments Off on Retirement In Sights
Read More

2017 Changes to Social Security

  An important part of any retirement plan is your social security.  Do you know what changes have been made and how they may impact you?  Click here https://merlaktax.biz/wp-content/uploads/2017/02/colafacts2017.pdf to learn more!!! Still have questions?  Call and set a time to talk to me. Carla Merlak and/or Merlak Tax Advisory Group, Inc. are not affiliated with or [...]

2018-04-03T16:03:01-07:00February 1st, 2017|retirement, Social Security, Tax, Tax Season|Comments Off on 2017 Changes to Social Security
Read More

2017 SOCIAL SECURITY CHANGES

An important part any retirement plan is your social security.  Do you know what changes have been made and how they may impact you?  Download the SSA Fact Sheet 2017 Social Security Changes to learn more. Still have questions?  Call and set a time to talk to me.   Carla Merlak and/or Merlak Tax Advisory [...]

2017-02-01T11:07:46-07:00February 1st, 2017|Social Security, Tax, Tax Season, Uncategorized|Comments Off on 2017 SOCIAL SECURITY CHANGES
Read More

Our Commitment To You

At Merlak Tax Advisory Group, Inc., helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Read More.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Merlak Tax Advisory Group, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only. It is not a solicitation or recommendation of any investment strategy or intended to provide tax or legal advice. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Merlak Tax Advisory Group, Inc.
8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
Get Directions
(779) 220-9608
Carla@MerlakTax.biz
Toggle Sliding Bar Area

Lake In The Hills

8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
Get Directions
(779) 220-9608
Carla@MerlakTax.biz

Elmhurst

579 W. North Ave. Suite 205
Elmhurst, IL 60126
Get Directions
(630) 532-5986
Carla@MerlakTax.biz
Go to Top