James Conole, Author at Root Financial - Page 10 of 12

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

Introducing a New Root Financial

  • Company
  • Investing

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)

  • Investing
  • Retirement

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)

  • Income Planning
  • Investing

5 Things I Wish I Learned In High School

  • Income Planning
  • Investing

5 Reasons to Start a Roth IRA in 2018

  • Investing
  • Retirement
  • Taxes

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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