Retirement Resource Center
OUR MISSION
To sit side by side with families in our community and help them, through education and advocay, make sound financial decisions leading up to and living in retirement.
Jeanette Johnson
Retirement Consultant
jeanette.johnson@securitiesamerica.com
Mark Hesley
Financial Planning Assistant
mark.hesley@securitiesamerica.com
Linda Newman
Administrative Assistant
linda.newman@securitiesamerica.com
Newsletters
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.