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
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
-
Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
-
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.