James Conole, Author at Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

How to Maximize Social Security Spousal Benefits (Even if You Collect Your Benefit Early)

How to Maximize Social Security Spousal Benefits (Even if You Collect Your Benefit Early)

Retirement Income Strategy Explained—How to Pay Yourself for Life

Your Tax Planning Window Won’t Last Forever—Top 3 Strategies to Prioritize

We're 62 with $2M: Retire Now or Wait?

This Retirement Math Might Change Your Timeline (Case Study)

advice from real retirees

The BEST Retirement Advice (From 909 Real Retirees)

Advice from Retirees: What They Wish They Knew in Their 50s

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