Schedule Your Time to Talk

The Informed Retiree

Your Resource to Become Informed and Stay Informed.

Filter:
In-Person Classes Live Webinars Retirement Insights Podcast Timely Retirement Articles

In-Person Classes

Friday, October 31, 2025 | 2:00 PM-3:00 PM South Coastal Library | 43 Kent Ave, Bethany Beach, DE 19930 Retirement Ready Bootcamp: Savvy Social Security

We will cover:

  • The importance of basic strategies to plan a successful retirement.
  • Maximizing your social security benefit.
  • Positioning your portfolio to last.
Thurs, November 6, 2025 | 2:00 PM-3:00 PM South Coastal Library | 43 Kent Ave, Bethany Beach, DE 19930 Retirement Ready Bootcamp: Staying Successful In Retirement

We will cover:

  • Powerful Strategies for Planning A Successful Retirement in Turbulent Markets
women customer using magnifying glass finding to interest rate home is minimum, affordable alternative price, mortgage home, financial and investment concept Friday, November 14 | 10:00 AM-11:00 AM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 New Tax Planning Ideas Your Retirement Is Missing A Tax Management Workshop

We will cover:

  • Methods to reduce the taxes you pay over your entire retirement.
  • Navigating IRMAA penalties and understanding Required Minimum Distributions.
  • See what most Retirees get wrong in their tax strategies.
Retired couple holding hands beside a lake in the mountains Thursday, November 20, 2025 | 10:00 AM-11:00 AM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Don't Leave It All To Your Kids A Dynamic Spending Workshop

We will cover:

  • Creating a Spending Strategy for Active Retirement Years.
  • Reevaluating Traditional Retirement Spending Rules.
  • Leaving Your Kids an Inheritance Without Straining Your Retirement Budget.

Live Webinars

There are no posts for this category.

Retirement Insights Podcast

Episode 32 – Strategies for Navigating Market Highs In Episode 32 of the Retirement Insights podcast, Eric Johnston, CFP of InFocus Financial Advisors, discuss strategies for navigating market highs. Our advisors discuss prudent risk management methods and how markets tend to perform after reaching new milestones.
Episode 31 – Roth Conversion Strategies In Episode 31 Eric covers Roth IRA conversions and strategies - a popular tax planning tool to take advantage of lower marginal tax rates to reduce overall lifetime taxes paid and increase net-worth. Our advisors cover the rules, basic concepts of how to implement, and things you should consider in determining if partial Roth IRA…
Episode 30 – The Future of Planning and Healthspan In Episode 30, Eric discusses the future of retirement planning. Could it possibly include making more nuanced health projections based on health data? What could the future look like and what might InFocus look like in the future in working towards their client's retirement success?
Episode 29 – Understanding Medicare In Episode 29, Eric reviews the fundamentals of Medicare. They review the various components of Medicare, what they cover, and things to remember when planning for your health insurance in retirement.

Contact Us Today

We would love the opportunity to become your trusted advisor