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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QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
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Concerned About Cyberattacks? The Threat Is Real
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?