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Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make

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Balancing financial planning and personal fulfillment in retirement.

The Negative Art of Bonds: Playing to Win or Playing Not to Lose?

Market Insights

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 When to Stop Saving and Start Spending

Here’s When to Stop Saving and Start Spending

Topics

5 Things People Regret at the End of Retirement

3 Habits Holding You Back From a Comfortable Retirement

Introducing a New Root Financial

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

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

7 1/2 Types of Insurance You Can’t Live Without

Income Planning

It’s Election Day! What Does That Mean for Markets?

Investing

How to be the House that Always Wins

Investing

Worried About Retirement? Take a Blank Page and Do This

Retirement

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

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