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8755 West Higgins Road
Suite 200
Chicago, IL 60631

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Tom Kedzie CFP®, MBA

(773) 380-8533

 
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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

Coaches

Coaches

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

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

A Penny Saved is Two Pennies Earned

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

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Investment Strategies for Retirement

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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