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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
View all articles 
Doubling Your Money
This calculator demonstrates the power of compound interest.
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.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.