Poleon Comprehensive Wealth Management

09/02/2026

Prostate cancer is one of the most common cancers among men, and also one of the most treatable when it's caught early.

This September, during Prostate Cancer Awareness Month, we're encouraging the men in our lives, and ourselves, to make time for the conversations and checkups that matter.

A quick conversation with your doctor could make all the difference. Here's to catching it early.

09/02/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

08/31/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

08/28/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

08/26/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

08/24/2026

Learn how to maximize your Qualified Charitable Distributions!

08/24/2026

💡 DID YOU KNOW?

Having a pharmacist on our wealth management team offers a perspective you may not expect from a financial planning team.

Greg’s experience in pharmacy, healthcare, and business ownership can bring an added layer of insight when conversations involve retirement planning, healthcare costs, and preparing for the long term.

For example, when planning for retirement, healthcare expenses can be one of the biggest and most unpredictable costs to consider. Greg’s healthcare background can help our team better understand the types of expenses clients may encounter and factor those considerations into the bigger financial picture.

It’s one more way we look at the bigger picture when helping clients plan for their financial future. 🤝

For informational purposes only. This post is not intended to provide individualized financial, tax, or medical advice.

08/21/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

08/19/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

08/17/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?