Welcome to RetireWell
Tom Kedzie CFP®, MBA
Your Financial Future
Today’s economic environment can present many challenges. But along with these challenges come opportunities for those who plan ahead. Whether you are years away from retirement- or in the midst of retirement- we can be of help to you!
What Sets RetireWell Apart?
- Planning-based advice: we create a custom plan just for you.
- Holistic: our comprehensive planning looks at all the pieces.
- Experience: Tom is a CFP® professional with 20+ years experience.
- Financial wellness: as educators, we believe that total well-being includes physical, emotional and financial health.
We are a specialized group of professionals, focusing on retirement planning. Our services address all facets of your retirement, including Medicare and Social Security optimization, investments, pensions, long term care, retirement income and estate planning.
On our website you will find valuable information for evaluating your current financial position and progress toward your retirement goals. There are educational videos, presentations, calculators and articles designed to help you learn more about managing your personal finances.
Let us help you secure your financial future. For a complimentary retirement review, please call us today at (773) 380-8533.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Gaining a better understanding of municipal bonds makes more sense than ever.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This worksheet can help you estimate the costs of a four-year college program.
Here are 5 reason why you may consider working through retirement.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.