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@osaicwealth.com

Mark Hesley
Financial Planning Assistant
mark.hesley@osaicwealth.com

Linda Newman
Administrative Assistant
linda.newman@osaicwealth.com
Newsletters
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.