James Conole, Author at Root Financial - Page 5 of 17

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

Retired couple standing on a lake's shoreline.

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

Couple discusses $1 million retirement plan

Watch Me Stress Test a $1 Million Retirement Plan

Retired woman embraces grandchild

Stop Worrying About Running Out of Money: Here’s What You Need to Do

How Much Do You Need to Retire on $10K a Month?

The Exact 7-Step Framework I Used to Help Hundreds of People Retire Comfortably

How Much Can We Expect to Spend in Retirement With a $4M Portfolio?

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?

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