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
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
View all articles 
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.