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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

Thurs, May 8, 2025 | 4:30 PM-5:30 PM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Retirement Ready Bootcamp: Staying Successful In Retirement

We will cover:

  • Powerful Strategies for Planning A Successful Retirement in Turbulent Markets
Mon, May 12, 2025 | 10:00 AM-11:00 AM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 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, May 29, 2025| 10:00 AM-11:00 AM Lewes Public Library | 111 Adams Ave, Lewes, DE 19958 Retirement Ready Bootcamp: Investment Strategies for a Confident Retirement

We will cover:

  • Valuable Tips on Positioning Your Portfolio to Last in Any Market
social security card over a stack of American money Fri, Jun 6, 2025 | 10:00 AM-11:00 AM Bridgeville Public Library | 600 S Cannon St, Bridgeville, DE 19933 Savvy Social Security A Social Security Workshop

We will cover:

  • The importance of basic strategies to plan a successful retirement.
  • Maximizing your social security benefit.
  • Positioning your portfolio to last.

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.
Wed, July 9, 2025 | 12:00 - 1:00 PM Zoom Webinar Mid-Year Market Update Webinar Virtual Webinar

We will cover:

  • Timely updates on what is going on in markets and our economy.
  • 2025 First Half Market Overview.
  • How we are positioning your portfolio for this market environment and what we see ahead.

Retirement Insights Podcast

Episode 32 – Strategies for Navigating Market Highs In Episode 32 of the Retirement Insights podcast, Eric Johnston, CFP, and Robert Jeter, 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 and Robert cover 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…
Episode 30 – The Future of Planning and Healthspan In Episode 30, Eric and Robert discuss 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 and Robert review 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.

Timely Retirement Articles

Change of the Seasons October 8, 2024 September and October on Delmarva means things are changing. Weather, color on the leaves, and the groans about the declining frequency of "beach weather." The Tax Cuts and Jobs Act (TJCA) was signed into law on December 17th, 2017, and brought about significant changes to the tax code for nearly…
Retirement Blind Spots? September 23, 2024 Oftentimes, when driving, you might give a little glance over your shoulder and start to switch lanes only to hear a horn and find someone driving in your blind spot.  You move back over and keep heading in your lane.  The question might be, “Were you able to get back…
The Importance of Reviewing Your Homeowner Insurance Amid Rising Replacement Costs August 5, 2024 As financial advisors, we often come across aspects of people’s financial lives from which others may benefit.  This is one of those times that relate to any homeowner.  As a homeowner, your house is likely one of your most valuable assets. It's where you build memories, offer shelter to your…
Two investment charts showing the amount of money invested over periods of time based on political party Election Fears July 16, 2024 Two things they say you should avoid around holiday dinners are politics and religion. These are contentious subjects, to be sure, and when it comes to how we view our money, the first can often impact the decisions we make. The question is, as we enter a heated Presidential election…

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