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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
To choose a plan, it’s important to ask yourself four key questions.
A four-step framework for building a personal legacy.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
There are things about Social Security that might surprise you.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
When markets shift, experienced investors stick to their strategy.
Do you have causes that you want to support with donations?
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.