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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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
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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.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?