As you approach or enter retirement, how you withdraw your money can be just as important as how you saved...
Root Financial
Retirement is an exciting new chapter in life, but it also comes with financial challenges that require thoughtful planning. Understanding...
When most people think about retirement, the age of 65 often seems like the finish line. It’s the age when...
It sounds too good to be true—but with the right planning, retirees can legally earn $100,000 a year and pay...
When you’re 67 and looking at retirement, one big question looms: Should I retire now, or work one more year?...
Retirement planning isn’t just about reaching a number—it’s about striking the right balance between living well today and being financially...
Retirement isn’t just about stopping work—it’s about starting a new, meaningful chapter of life. If you're over 60, chances are...
If you're receiving Social Security—or planning to—knowing the key numbers for 2025 can help you make smarter financial decisions. Whether...
Retirement is filled with big decisions, and understanding how Social Security works while continuing to work—or navigating common misconceptions about...
Retirement is often painted as a time to preserve wealth, but focusing too much on preservation can leave you vulnerable...
If you’ve maxed out your 401(k) contributions and still have the capacity to save and invest, congratulations—you’re in an excellent...
Managing your finances in retirement involves more than just budgeting—it’s about strategically balancing your cash reserves and portfolio withdrawals to...
Managing a 401(k) after retirement is one of the most important decisions you’ll make for your financial future. As a...
As a financial advisor, one of the most common questions I hear from retirees is, “What should my investment mix...
Retirement planning often revolves around a simple concept: the 4% rule. This guideline suggests that withdrawing no more than 4%...
