James Conole, Author at Root Financial

The 5 things you'll wish you knew before retiring.

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Posts by James Conole

Smart Parents Guide for Teaching Kids to Invest: A Fun and Easy Way to Learn!

  • Investing
  • Saving

The 3 Big Tax Mistakes EVERY Retiree Makes (Real World Examples)

  • Retirement
  • Taxes

Retirement’s Most Difficult Transition | Why It’s So Hard to Retire

  • Retirement

5 Tax SECRETS Every Retiree Should Know

  • Retirement
  • Taxes

I’m 60 With $1 Million How Much Can I Spend In Retirement?

  • Income Planning
  • Retirement
  • Spending

Don’t Retire Unless You’re Doing These 6 Things

  • Income Planning
  • Retirement
  • Saving

What Should You Do with Your 401k When You Retire?

  • Income Planning
  • Retirement
  • Saving

How Much Do You Need to Retire in 2023?

  • Income Planning
  • Retirement
  • Spending

4 Simple Retirement Income Strategies

  • Income Planning
  • Retirement

7 Ways to Reduce Your Required Minimum Distributions (RMDs)

  • Retirement
  • Taxes

Here’s the # 1 Trap That Will Ruin Your Retirement

  • Retirement

5 Simple Ways to Create a Happier Retirement

  • Retirement

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitues a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historial or hypothetical in nature and are not a guarantee of future returns.

Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fulcturate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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