Stephen Polich

07/25/2024

https://www.eventbrite.com/e/social-security-safe-investing-irmaa-medicare-qa-in-tucson-az-tickets-953596772617?aff=oddtdtcreator

Tucson friends and family......If you or someone you know is approaching retirement and / or has question on Social Security, Safe Money Investing, IRMAA or Medicare. Please utilized the link and register for a complementary seminar that we are hosting in August there are two dates and times available.

Seats will fill up fast, reserve yours today!

04/05/2023

Organizing your estate planning documents can provide tax and cost savings, simplify planning, and create a roadmap for those who may have to help you in the future. Check out these tips.

Cleaning out your estate and related planning "attic" can simplify your planning, identify steps and improvements, save professional fees and taxes.

01/26/2021

Do you live far away from your aging parents?
Here are four strategies that can help you with caregiving from a distance:

Many Boomers with aging parents are already caregiving. Others will likely become caregivers. With a few simple strategies you can reduce your stress and be prepared for the changes of aging most people have to address.

01/25/2021

03/30/2020

Insurance industry professionals might take some pride in knowing that they are considered essential. In states where only essential businesses are

03/30/2020

Your health is important. Use Medicare wisely to take care of it.

03/24/2020

A 1035 exchange is a way to exchange an existing annuity for another annuity that either achieves a different goal or provides a better rate, all while maintaining the tax-deferred status of your annuity.