James Conole, Author at Root Financial

Posts by James Conole

5 social security secrets every 60-year-old needs to know

Top 5 Social Security Secrets Every 60-Year-Old Needs to Know

how to avoid the widow’s tax with three strategies that protect your loved one and reduce long-term taxes.

How to Avoid the Widow’s Tax (Before It’s Too Late)

They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted

When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring