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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Take the guesswork out of your IEP or SEP with this helpful article.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a quick guide to checking to see if you have unclaimed money.