A to Z Retirement Planners Inc.

A to Z Retirement Planners Inc. Andy Boettcher is a Retirement Planner Available to discuss all of your financial planning needs.

Have you heard of income-related monthly adjustment amount (IRMAA) exemptions?These exemptions can be powerful money-sav...
06/16/2026

Have you heard of income-related monthly adjustment amount (IRMAA) exemptions?

These exemptions can be powerful money-saving tools if your life has changed over the past year. As Medicare agents, our team wants to make sure you are fully informed about what they are, how they work, and how you can request one if needed.

Swipe for a brief overview of IRMAA exemptions.

Dealing with Medicare costs is stressful enough without having to pay more than necessary. If any of these life-changing events apply to your situation, it is a good idea to explore whether or not filing for these exemptions would make sense for your situation.

That said, our team is happy to walk you through the process and help you determine whether you qualify. Feel free to reach out anytime. We are here to help.
513-313-6908 or AtoZRP.com

June is a wonderful time to celebrate the kind of community spirit that reminds us how much good exists in the world. Th...
06/11/2026

June is a wonderful time to celebrate the kind of community spirit that reminds us how much good exists in the world. This month, we are sharing a story that proves kindness has no age limit and that one act of generosity can change everything.

At Louisa County High School in Virginia, a group of teenage automotive students spend their semesters doing something truly remarkable. Instead of simply learning how to repair cars in an insulated classroom, they restore donated vehicles and give them away to single parents in need of reliable transportation. In partnership with the nonprofit Giving Words, the program has given away over 60 cars and repaired more than 260, one garage door reveal at a time.

For recipients like Jessica Rader, a single mom of three, the gift was far more than a set of wheels. It opened the door to full-time work, independence, and peace of mind. These students’ actions are a wonderful reminder of the lasting impacts that acts of kindness can have on our communities.

Read the full story here:

https://www.goodnewsnetwork.org/high-school-students-repair-cars-to-give-them-away-to-single-moms-youre-really-making-a-change-in-the-world/
513-313-6908 or AtoZRP.com

Have you ever found yourself wondering whether you need life insurance or how it really works? If so, you’re not alone. ...
06/10/2026

Have you ever found yourself wondering whether you need life insurance or how it really works? If so, you’re not alone. A 2024 study by J.D. Power survey found that only 29% of life insurance customers “strongly agreed” their insurer made policies simple and easy to understand, highlighting a widespread knowledge gap that leaves many unsure of where to start.

To help out our network, we’ve compiled a beginner’s life insurance guide. Swipe to learn more. If you have questions about life insurance or want to find the right fit for you, we’re here to help. Give us a call today.

513-313-6908 or AtoZRP.com

June is filled with moments that remind us how courage, innovation, and a little bit of daring can leave a lasting mark ...
06/04/2026

June is filled with moments that remind us how courage, innovation, and a little bit of daring can leave a lasting mark on history. Here are a few milestones we are reflecting on this month:

🚀 June 18, 1983 - Sally Ride became the first American woman in space, launching aboard the Space Shuttle Challenger as a mission specialist. Out of more than 8,000 applicants, she was one of only six women selected for NASA's 1978 astronaut class.

🏀 June 6, 1946 - The Basketball Association of America was founded at a meeting in New York City, setting the stage for what would eventually become the NBA and for basketball to transform from a regional gym sport into a global phenomenon.

🎥 June 20, 1975 - Stephen Spielberg’s classic “Jaws” premiered. Not only did this movie become one of the first big summer blockbusters at movie theaters, but it also gifted us with one of the most iconic movie soundtracks of all time.

These moments continue to inspire conversations about leadership, equality, creativity, and the lasting impact of a single bold step on the world.
513-313-6908 or AtoZRP.com

It’s hard to believe we are already at the halfway point of the year. We hope that the first half of your year has been ...
06/02/2026

It’s hard to believe we are already at the halfway point of the year. We hope that the first half of your year has been wonderful, and that the second half is just as great.

If anything has come up for you over the past few months, or if you would simply like to check in with us, do not hesitate to reach out.

We are here to support you throughout the season. Give our team a call today, and we can find time to connect.
513-313-6908 or AtoZRP.com

May is a month of meaningful celebrations, with holidays like Mother’s Day to milestones like graduations, reminding us ...
05/28/2026

May is a month of meaningful celebrations, with holidays like Mother’s Day to milestones like graduations, reminding us how quickly the years pass and how the connections we make can shape our lives in unexpected ways. This month, we’re sharing a story that perfectly captures just how small and serendipitous the world can be.

When Megan Lewis was in second grade, she was paired with a high school junior named Suzanne Koziol for a school pen pal assignment. They exchanged letters about favorite foods, hobbies, and future dreams, but, like many childhood projects, the letters were eventually tucked away and forgotten.

Three decades later, Lewis rediscovered those letters in a box of old mementos and looked up her former pen pal, only to realize Koziol was now Dr. Suzanne Koziol Pugh, the physician who delivered her two children. Neither of them knew their connection stretched back to a classroom assignment in the 1990s. As Pugh shared, “It really made us feel like I was meant to take care of her and we were meant to play a role in each other’s lives.”

Read the full story here:
https://www.goodnewsnetwork.org/woman-discovers-childhood-pen-pal-became-doctor-who-delivered-her-2-kids-my-mouth-dropped/
513-313-6908 or AtoZRP.com

As the days get longer throughout May, people can experience both earlier sunrises and later sunsets. However, not every...
05/26/2026

As the days get longer throughout May, people can experience both earlier sunrises and later sunsets. However, not every night owl relishes an earlier sunrise, and not every early bird loves a later night.

Which one best describes you this month? Are you enjoying earlier sunrises or celebrating later nights?

☀️ Vote enjoying earlier mornings
🌙 Vote celebrating later nights

Share your pick in the comments. We are curious to see which side takes the win as we head closer to summer.
513-313-6908 or AtoZRP.com

May is filled with moments that remind us what determination, courage, and perseverance can accomplish. Here are a few h...
05/21/2026

May is filled with moments that remind us what determination, courage, and perseverance can accomplish. Here are a few historic milestones we are reflecting on this month:

🏅 May 1, 1915 - Olympic gold medalist Archie Williams was born in Oakland, California. He won the 400-meter race at the 1936 Berlin Olympics and later served as a pilot and instructor for the Tuskegee Airmen, leaving a legacy that extended far beyond the track.

🏇 May 17, 1875 - The first Kentucky Derby was held at Churchill Downs in Louisville, Kentucky, beginning a tradition that would grow into one of the most iconic events in American sports.

✈️ May 20, 1932 - Amelia Earhart became the first woman to fly solo across the Atlantic Ocean, completing her transatlantic journey and cementing her place as a trailblazer in aviation history.

These moments continue to shape conversations around leadership, equality, innovation, and ambition.
513-313-6908 or AtoZRP.com

Your Medicare coverage should not be something you only think about once a year. Certain life changes, plan questions, o...
05/19/2026

Your Medicare coverage should not be something you only think about once a year. Certain life changes, plan questions, or coverage issues are good reasons to reach out sooner to avoid surprises and make sure your plan still fits your needs.

Swipe to see when it is a good time to call your Medicare agent.

The best time to call your Medicare agent is before a small question becomes a bigger coverage problem. If you need help reviewing your plan, preparing for enrollment, or understanding a recent life change, contact our office.

513-313-6908 or AtoZRP.com

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11427 Reed Hartman Highway
Blue Ash, OH
45241

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Tuesday 10am - 8pm
Wednesday 10am - 8pm
Thursday 10am - 8pm
Friday 10am - 8pm

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