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8755 West Higgins Road
Suite 200
Chicago, IL 60631

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Tom Kedzie CFP®, MBA

(773) 380-8533

 
Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft Supporting Local Business In a Crisis

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.

Helpful Content

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

 

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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