Retirement Archives - Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Free Video Lesson

Close

Retirement

Play Btn Icon

Watch

How Do I Minimize My Taxes When I Have HUGE Capital Gains? Root Drops with Chelsea English External Link Icon

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?

See how we can help you live your best life in retirement.

We'd love to meet you.

Schedule a call

Root Financial Partners, LLC (“Root”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The content on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory services are offered only through a written agreement with Root Financial Partners, LLC.

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results.

Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.

Root may provide guidance on financial planning concepts, but does not offer legal or tax advice. Clients should consult their own legal or tax professionals for advice specific to their situation.

Copyright © 2025 Root Financial Partners. All rights reserved.