Creating dependable retirement income doesn’t require a complicated plan but it does require understanding your options. There are four core...
Root Financial
Roth conversions get a lot of attention, and for good reason they can be incredibly powerful when they line up...
One of the most common pieces of advice I hear is that you should always wait until age 70 to...
When I work with people on retirement planning, I see the same three habits show up over and over again...
When people talk about retirement, they love to focus on net worth how big the portfolio is, how close they...
When people ask me what the most misunderstood retirement account is, the answer is easy: the Roth IRA. It’s one...
When people ask me about Social Security, the most common question I hear is: “What’s the best age to take...
When it comes to retirement planning, few things create more confusion than Social Security spousal benefits. I get questions about...
When it comes to retirement savings, most of us want a simple answer. How much should I have saved by...
When you retire, your 401(k) doesn’t magically convert into a monthly paycheck you have to create one. And if you...
If you’re planning to retire early, there’s one thing you can’t afford to overlook taxes. Retiring early isn’t just about...
Michael and Lisa are like many couples approaching retirement financially comfortable but uncertain whether their savings will truly last. At...
For centuries, gold has been romanticized as the ultimate store of value a shiny safeguard against inflation, recessions, and financial...
Working longer often feels like the safer choice, but many retirees say they waited too long. The dream of “just...
Retirement today doesn’t look anything like it did 30 years ago and that’s a good thing. As someone navigating the...
