Posts by James Conole

Happy retired couple playing chess while thoughtfully strategizing the best age to start Social Security benefits.

Social Security at 62 vs 67 vs 70: When Should You Start Claiming Your Benefits?

Retirement

Two adults walk on a shoreline under a rainbow to discuss how much can I spend in retirement.

We Have a $3M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?

Grandfather sharing a cupcake with his granddaughter at the kitchen table, symbolizing family moments supported by thoughtful retirement planning.

Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?

Here’s What Happens When You Draw Down Your 401k To Increase Social Security (Surprising)

How Much Can I Spend if I Retire at 60 with $2M?

Retirement Revolution: The Paradigm Shift That’s Changing Everything

The 3 Biggest Tax Mistakes I See Retirees Make

How Will Your Spending Change Throughout Retirement

Here’s Why So Many People Regret Retiring at 65

Here’s How to Pay Zero Taxes on a $100k Retirement Income (Easier Than You Think)

Roth Conversions: When Will You Actually Break Even?

Retiring before social security? Read this.

Retiring Before You Start Social Security? Make This Crucial Portfolio Adjustment

Retirement