At Retirement Wealth advisors, we believe in
investing in you before you invest with us.

─ PLAN TODAY, LIVE TOMORROW ─

Retirement Income Checklist

There are many variables involved in creating a retirement income strategy. The below checklist serves as a great first step in measuring your retirement income readiness.
Can you check all the boxes below?

Need some help? Schedule a Retirement Income Readiness Review with our team today!

VIDEO RESOURCES

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Retirement Guides

Unlock the retirement you deserve!  

Whether you are nearing retirement or just starting to plan, our guides are designed to help you navigate your journey with confidence. 

Download your free copy today!

Your Complete Guide to Retirement Income

Your Wealth Re-Imagined

CALCULATORS

Retirement Calculator

Estimate your retirement savings based on your current contributions, and calculate how your savings will stretch in today’s dollars, taking inflation into account.

Social Security Benefits Estimator

Check your Social Security account to see how much you’ll get when you apply at different times between age 62 and 70. Speak to our advisors to determine when the optimal time to activate will be!

Health Care Costs Calculator

How much will you need for health care when you retire?

CALCULATORS

Retirement Calculator

Estimate your retirement savings based on your current contributions, and calculate how your savings will stretch in today’s dollars, taking inflation into account.

Social Security Benefits Estimator

Check your Social Security account to see how much you’ll get when you apply at different times between age 62 and 70. Speak to our advisors to determine when the optimal time to activate will be – SCHEDULE VISIT HERE!

Health Care Costs Calculator

How much will you need for health care when you retire?

Retirement PODCAST

Stay up to date with our Podcast!

Impact of Divorce on Retirement, Estate Planning

Economic Realities Facing Pre-Retirees and Retirees

Monetary Policy & The Role of Financial Advisors

Healthcare Costs, Housing, Taxes, & 401(k) Strategies

The Future of Social Security & Medicare, Inflation

Retirement Misconceptions

Stay up to date with our Podcast

Retirement NEWS

Four Ways to Maximize Your 401(k) Contributions Before the Year Ends
To maximize your 410(k) contributions in 2024, assess how much you’ve contributed so far, check your employer’s match, take a look at your budget and consider increasing how much you set aside per paycheck.
For a More Secure Retirement, Build in Some 'Safe Money'
To solidify your retirement plan, write it down, reduce your market risk and allocate more safe money into your plan for income.
Premium Tax Credit: Are You Eligible For This Health Insurance Tax Break?
The tax credit can help qualifying individuals pay for coverage from the Affordable Care Act’s health insurance marketplace.
What You Should Know About Spousal IRAs
Without spousal IRAs, you would need an earned income to contribute to your retirement account.

MEET OUR FOUNDER

ERIC KEARNEY

Senior Investment Advisor, Retirement Wealth Advisors LLC

Recognized as S.W. Florida’s Premier Investment Advisor, Eric Kearney with Retirement Wealth Advisors LLC has been helping clients reach and maintain their financial goals since 2001. As a trusted advisor, Eric takes a comprehensive approach with his clients and assists them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make. He also helps to create and execute a sophisticated portfolio, as well as a tax and estate plan that guides them throughout retirement. Eric continues to educate himself to stay at the forefront of planning and investments for his clients. Eric has a television show on Saturday mornings on CW and on Sunday mornings on ABC, as well as a radio show on 92.5 Fox News. He continues to write and educate people on his blog at www.erickearneyblog.com and currently teaches a wealth management course titled Rejuvenate Your Retirement and Foundation for Retirement at both FSW and FGCU to successful pre and post retirees.