When most people think about retirement planning, they think about numbers: 401(k) balances, monthly budgets, and safe withdrawal rates. But...
Root Financial
When we think about retirement, we often imagine freedom, peace of mind, and the chance to finally enjoy the rewards...
One of the most common questions I get from retirees is: When should I start taking money from my Roth...
Most people don’t fail at retirement because they didn’t save enough—they fail because their financial plan was never truly organized....
Retiring at 55 might sound ambitious, but for Matthew and Sarah, it’s not just a dream—it’s a plan. With five...
When most people think about retirement, they picture a big final decision: choosing an allocation, maybe hiring a financial advisor,...
When you’re closing in on retirement, one of the most important decisions you’ll make isn’t when to retire—it’s how to...
For many near-retirees, the dream is simple: live comfortably, travel, and enjoy the freedom of retirement without worrying about money—or...
When people ask, “How much do I need to retire?” the answer isn’t just a dollar figure—it’s a formula. In...
Imagine you’re 60 years old and sitting on a $4 million retirement portfolio. Sounds like you're set, right? But the...
Deciding when to start collecting Social Security is one of the most critical—and misunderstood—financial choices retirees make. While waiting until...
Retiring Before 65? You’re Not Alone Many people want to retire before becoming Medicare-eligible at 65—but the biggest obstacle is...
Retirement is more than a financial milestone it’s a lifestyle transformation. After years of working hard, the happiest retirees don’t...
Social Security is one of the most important income sources for retirees, but if you’re depending on it as your...
Roth conversions are one of the most powerful retirement planning tools available—but they can also be one of the most...
