James Conole, Author at Root Financial - Page 11 of 12

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

What You Pay Is What You Get

  • Investing

President Trump’s Tax Plan: How it Impacts You

  • Taxes

How to Protect Yourself Against One Huge Financial Risk

  • Investing

7 Changes to Make in Your 30s That Will Set You Up for Lifelong Success

  • Income Planning
  • Investing

Tune Out the Noise

  • Investing

Tired of Not Knowing How Your Financial Advisor Makes Money? I’ll Explain it All Here

  • Income Planning
  • Retirement

How Expecting Average Leads to Failure

  • Investing

Estate Planning Basics: 7 Things Everyone Should Do

  • Retirement

Mind Over Model

  • Investing

What To Do With Market Uncertainty

  • Investing

The January Effect – What Does it Mean for the Rest of the Year?

  • Investing

How to Lower Taxes and Increase Savings

  • Income Planning
  • Investing
  • 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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