Retirement offers unique tax planning opportunities that most people never explore fully. With updated tax provisions for 2025 and 2026,...
Root Financial
A great retirement isn’t created by numbers alone. Financial planning gets you to the starting line, but the real challenge...
When I talk to people approaching retirement, one theme comes up again and again: anxiety. Not because they aren’t saving,...
When I talk with people about retirement, I find that most of the stress doesn’t come from day-to-day living. It...
When I sit down with someone who wants to maximize their Social Security, the first thing I explain is this:...
Creating dependable retirement income doesn’t require a complicated plan but it does require understanding your options. There are four core...
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...
