Retirement Archives - Root Financial

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Ready for Retirement

Weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you.

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Introducing a New Root Financial

  • Investing

5 Things Wealthy People Do With Their Money (That Most People Don’t)

  • Income Planning
  • Investing

Worried About Retirement? Take a Blank Page and Do This

  • Retirement

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

How To Decide What To Do With Your Old 401(k)

  • Investing
  • Retirement

Worried About Retirement? Take a Blank Page and Do This

  • Retirement

5 Reasons to Start a Roth IRA in 2018

  • Investing
  • Retirement
  • Taxes

Tired of Not Knowing How Your Financial Advisor Makes Money? I’ll Explain it All Here

  • Income Planning
  • 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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