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.

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

The Centers for Medicare & Medicaid Services (CMS) recently announced several updates related to Medicare Advantage and ...
05/14/2026

The Centers for Medicare & Medicaid Services (CMS) recently announced several updates related to Medicare Advantage and Part D prescription drug plans for 2027. While many of the changes happen behind the scenes, some could affect the plans and benefits available to Medicare beneficiaries in the years ahead. Swipe to learn more.

If you have questions about how these Medicare updates may affect your current coverage or if you’d like to review your options during an upcoming enrollment period, please feel free to contact us anytime. We are happy to help.

513-313-6908 or AtoZRP.com

Happy Derby Day! The "most exciting two minutes in sports" is here. Whether you're in it for the thrill of the race, the...
04/30/2026

Happy Derby Day!

The "most exciting two minutes in sports" is here. Whether you're in it for the thrill of the race, the extravagant hats, or picking a horse based on its name, Derby Day always delivers.

Don your fanciest hat, pick a horse, and enjoy the festivities!
513-313-6908 or AtoZRP.com

With National Senior Fraud Awareness Day on May 15th, we wanted to reach out to go over several common scams making the ...
04/28/2026

With National Senior Fraud Awareness Day on May 15th, we wanted to reach out to go over several common scams making the rounds so you can quickly identify potential scam messages.

✅ Tech Support Scams - Fraudsters impersonate reputable tech support representatives and claim there is a problem with your device. They seek remote access or payment to "fix" issues that don't exist.

✅ Government or Medicare Impersonation - Scammers pose as representatives from Medicare, the Social Security Administration, or other agencies to collect personal information or payments. Real agencies do not solicit such data by unsolicited calls, texts, or emails.

✅ Family Imposter Scams - Criminals pretend to be a loved one in distress and pressure you to send money immediately.

✅ Sweepstakes, Lottery, and Prize Scams - You are told that you have won money but must pay fees to collect your "winnings."

✅ Romance or Investment Scams - Scammers build emotional trust online, then exploit it for financial gain.

We hope these tips are helpful as we all navigate an increasingly online world. As always, if you have questions or need guidance within our area of expertise, do not hesitate to reach out. We are here to help.
513-313-6908 or AtoZRP.com

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!Whether your graduat...
04/23/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉
513-313-6908 or AtoZRP.com

Address

11427 Reed Hartman Highway
Blue Ash, OH
45241

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when A to Z Retirement Planners Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to A to Z Retirement Planners Inc.:

Shortcuts

Share

Category