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The Informed Retiree

Your Resource to Become Informed and Stay Informed.

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

In-Person Classes

Stack of coins growing in size representing distribution the right way with InFocus Financial Advisors Thursday, September 11, 2025 | 4:30 PM-5:30 PM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Creating Tax Smart Retirement Years A Roth Conversion Workshop

We will cover:

  • How can you craft a strategy to pay taxes now to save on taxes later in life?
  • What can partial Roth IRA conversions do to keep more money in your family?
  • The most common mistakes people make when doing partial Roth IRA conversions on their own.
social security card over a stack of American money Monday September 15, 2025 | 10:00 AM-11:00 AM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Savvy Social Security A Social Security Workshop

We will cover:

  • The importance of basic strategies in planning a successful retirement.
  • Maximizing your social security benefit.
  • Positioning your portfolio to last.
Pros and Cons on a level balancing bar Thursday, September 25, 2025 | 4:30-5:30 PM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Annuities: The Good, The Bad, The Ugly

We will cover:

  • What Annuities Are, and How They Work
  • When Annuities Are a Suitable Choice for Investors
  • How Annuities Can Negatively Impact Your Retirement Success.

Live Webinars

Wed, Oct 15, 2025 | 12:00-1:00 PM Zoom Webinar Fall Market Update Webinar Virtual Webinar

We will cover:

  • The strong start to the year and what we think may lay ahead for the rest of 2025.
  • Recent changes we’ve made to your investment strategy to adapt to market performance so far this year.
  • What we’re doing about the upcoming election and other risks.

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.

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