Featured

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

Watch

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

The 5 Most Common Misconceptions People Have About Retirement

Where Should I Invest Extra Income After Maxing My 401k?

Why Living Off Portfolio Interest No Longer Works in 2023

Here’s Why the 5 Years Before Retirement Are So Important

Retirement

When Should I Start Living on Cash Instead of Investments?

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)

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

We'd love to meet you.