Kimberly Pohler

Kimberly Pohler Purposeful Financial Planning for The Seasons of Life It is so rewarding to see others take their dreams and turn them into their lifestyle.

I have been an entrepreneur for over 15 years as an independent agent in insurance and have had my own home based business as well. Over the years I have seen one challenge that spans across all industries and that is quality prospects Many entrepreneurs find it difficult to know how to go about getting quality prospects without breaking their pocketbooks. I've seen so many entrepreneurs work IN t

heir business and miss the key element, which is for them to work ON their business with a measurable marketing plan in place. I have always been passionate about helping others and over the years the definition of that has changed and evolved into where I am at today. I am excited and energized by the opportunity to educate and empower entrepreneurs to utilize a quality, proven strategies and a system that gives them the power to take their business to the Next Level!

"A perfect summer day is when the sun is shining, the breeze is blowing, the birds are singing, and the lawnmower is bro...
06/25/2026

"A perfect summer day is when the sun is shining, the breeze is blowing, the birds are singing, and the lawnmower is broken."
— James Dent

☀️ Wishing you a summer full of sunshine, breeze, and at least one unplanned afternoon off. And when life's little surprises aren't quite so charming? That's what we're here for. 💛

🧠 June is Alzheimer's & Brain Health Awareness MonthAlzheimer’s affects more than 7 million Americans, and Medicare give...
06/23/2026

🧠 June is Alzheimer's & Brain Health Awareness Month

Alzheimer’s affects more than 7 million Americans, and Medicare gives you some good tools to support it.

✅ Your yearly Medicare "Wellness" visit includes a no-cost cognitive check-in to screen for early signs of memory or cognitive issues. ✅ If your provider notices anything, Medicare also covers a separate, more in-depth cognitive care planning visit. ✅ Caregivers are welcome to attend these visits, ask questions, and help build a care plan together.

There is currently no cure for Alzheimer’s, but early diagnosis can open the door to better treatment and support options. So don’t put it off. 💛 This June, consider scheduling your wellness visit and starting an open conversation with your loved ones about brain health.

Questions about what your Medicare plan covers? Send us a message anytime. 💬

At some point, you stop seeing your father as just your dad. You start seeing the person he was before you, and all that...
06/21/2026

At some point, you stop seeing your father as just your dad. You start seeing the person he was before you, and all that he brought with him the day you arrived.

Fatherhood moves in both directions. A son grows up and becomes a father, and somewhere in that becoming, he understands what his own father could never explain.

A daughter carries her father into rooms he'll never enter, wrapped in his courage and character. And through all of it, the child is guiding the father just as much as the father is guiding the child.

It's less a role than it is a lifelong conversation. One that starts before we're old enough to speak and echoes long after the house goes quiet.

To every father out there: the work you're doing matters more than you know, and it will outlast you in the best possible way.

Happy Father's Day.

Finding the right home health agency for yourself or a loved one is one of those decisions that can feel overwhelming, e...
06/18/2026

Finding the right home health agency for yourself or a loved one is one of those decisions that can feel overwhelming, especially when it needs to be made quickly.

That's why we're excited to share that U.S. News & World Report has released its first-ever Best Home Health ratings, evaluating more than 12,000 Medicare-certified agencies across the country. Using real data from the Centers for Medicare & Medicaid Services, the ratings score agencies on care quality, patient outcomes, and patient experience so you can make a more informed choice with confidence.

Here's what stood out: patients treated by top-rated agencies showed greater improvement in everyday activities like getting out of bed, bathing independently, and managing their medications. That's real progress that makes a real difference.

Knowing which agencies are highly rated is a great first step, but knowing how your insurance or Medicare plan covers home health care is just as important. We're here to help you understand your options before you need them.

Do you have questions about home health care coverage? We'd love to help.

June feels like a gentle reminder to slow down and enjoy the little things. 🌿☀️Warm days, quiet moments, and time spent ...
06/16/2026

June feels like a gentle reminder to slow down and enjoy the little things. 🌿☀️

Warm days, quiet moments, and time spent outside somehow make life feel lighter.

What do you love most about summer? 💛

On June 14 in 1777, the Continental Congress adopted the design of the first American flag — 13 stars, 13 stripes, and t...
06/14/2026

On June 14 in 1777, the Continental Congress adopted the design of the first American flag — 13 stars, 13 stripes, and the birth of an enduring symbol of freedom and nationhood.

Today we celebrate 249 years of the Stars & Stripes: through wars and peace, triumph and hardship, the flag has flown as a constant reminder of what unites us.

That promise — freedom, dignity, and opportunity — was crafted for all of us. Every American is woven into the fabric of this nation just as surely as every star is sewn into our flag.

When we look at the Stars & Stripes, we're reminded that our strength doesn't come from sameness, it comes from unity, even in the face of differences. Fifty different states. Countless different stories. One flag that flies over all of them.

Flag Day is a wonderful reminder of the ideals the American flag represents. It is a declaration that America is made up of different pieces that are sewn together into a beautiful entity, and that liberty, justice, and opportunity belong to every single American.

Here's a question worth thinking about: Do you know how long your retirement savings need to last?Most people don't, and...
06/11/2026

Here's a question worth thinking about: Do you know how long your retirement savings need to last?

Most people don't, and that uncertainty is one of the biggest sources of financial stress in retirement. You want to enjoy your savings, but you also don't want to run out. So you hold back. You second-guess. You worry.

That's exactly the problem a Deferred Income Annuity (DIA) is designed to solve. With a DIA, you contribute a portion of your savings today in exchange for a guaranteed income stream that kicks in at a future date you choose and continues for the rest of your life, no matter how long that is.

Think of it as your own personal pension. No market risk. No fees. Just reliable income when you need it most.

If you have questions or want to explore whether a DIA fits your plan, reach out. We're happy to walk you through your options.

Big news for Medicare Part D members 💊Starting July 1, 2026, a new pilot program called the Medicare GLP-1 Bridge may ma...
06/09/2026

Big news for Medicare Part D members 💊

Starting July 1, 2026, a new pilot program called the Medicare GLP-1 Bridge may make certain weight loss medications more affordable for eligible beneficiaries.

Here are the highlights:
🔷 Covered medications currently include Wegovy, Zepbound (KwikPen formulation), and Foundayo
🔷 Eligible members would pay a flat $50 monthly copay, compared to typical retail prices that can exceed $1,000
🔷 Eligibility is based on BMI plus related health conditions
🔷 Prior authorization from a doctor is required
🔷 The program runs through December 31, 2027

This is one of the most significant Medicare drug coverage changes in years. If you've ever wondered whether GLP-1 medications might fit your health picture, this is worth a closer look.

Summer Hours - We will following New Summer Hours until August 31st. We will be CLOSED on FRIDAYS. We will be open Monda...
06/09/2026

Summer Hours - We will following New Summer Hours until August 31st.
We will be CLOSED on FRIDAYS.
We will be open Monday thru Thursday 9-5
CLOSED 12-1 for LUNCH.

On Medicare and worried about expensive prescriptions? 💊One option that can help is the Medicare Prescription Payment Pl...
04/29/2026

On Medicare and worried about expensive prescriptions? 💊

One option that can help is the Medicare Prescription Payment Plan, which allows people with Medicare Part D drug coverage to spread their out-of-pocket prescription costs into interest-free monthly payments instead of paying the full amount at the pharmacy. Unfortunately, this option is unknown to many Medicare beneficiaries.

It can be especially helpful in two common situations:

• At the beginning of the year, when Medicare drug plan deductibles reset and patients may face large upfront costs.
• After a new diagnosis, when someone suddenly needs high-cost medications and may not have planned for the expense.

Instead of paying hundreds or even thousands of dollars all at once, the Medicare Prescription Payment Plan allows those costs to be spread across the remaining months of the year. While it doesn’t reduce the total cost of medications, it can make those costs much easier to financially manage.

If you or a loved one are enrolled in Medicare Part D and expect high prescription drug costs, it may be worth asking your plan about the Medicare Prescription Payment Plan.

Learn more:
https://www.medicare.gov/prescription-payment-plan

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