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3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

How Much Do You Need to Retire?

  • Income Planning
  • Retirement

The 5 Most Common Misconceptions People Have About Retirement

  • Income Planning
  • Retirement

Where Should I Invest Extra Income After Maxing My 401k?

  • Retirement
  • Saving

Why Living Off Portfolio Interest No Longer Works in 2023

  • Income Planning
  • Investing
  • Retirement

Here’s Why the 5 Years Before Retirement Are So Important

  • Retirement

When Should I Start Living on Cash Instead of Investments?

  • Investing
  • Retirement
  • Spending

5 Things People Regret at the End of Retirement

  • Income Planning
  • Retirement

3 Habits Holding You Back From a Comfortable Retirement

  • Income Planning
  • Investing
  • Retirement

Introducing a New Root Financial

  • Investing

I’m a Financial Planner and This is How I Do My Personal Budget

  • Income Planning

Why You’ll Probably Never Get The 12% Dave Ramsey Talks About

  • Investing

Straightforward Guide to 529 College Saving Plans

  • Investing

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 constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical 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 fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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