Last week, a recently retired executive came to me frustrated.…
https://root-wealth.com/wp-content/uploads/2025/09/Depositphotos_655234796_S.jpg6681000Kampfirehttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKampfire2025-10-15 08:00:052025-09-02 20:05:445 Common Mistakes That Can Derail Your Retirement
Most people enter retirement expecting their tax burden to decrease.…
https://root-wealth.com/wp-content/uploads/2025/09/Root-Wealth-Tax-Diversification.png10011500Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-09-30 08:00:592025-09-02 19:09:55The Retirement Strategy Most People Miss
More retirees than ever are making travel a central part of their…
https://root-wealth.com/wp-content/uploads/2025/09/Depositphotos_443816976_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-09-15 08:00:152025-09-02 17:54:06How to Plan Differently If You’ll Spend $250k in Travel in Retirement
If you've consumed any retirement content online, you've heard…
https://root-wealth.com/wp-content/uploads/2025/09/Depositphotos_701300152_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-08-31 08:00:302025-09-02 17:08:28The 4 Biggest Retirement Rules of Thumb (And How to Make Them Work for You)
Do you ever feel the itch to take big bets in the market without…
https://root-wealth.com/wp-content/uploads/2025/07/Depositphotos_568095550_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-08-15 08:00:022025-09-02 17:08:23Why You Need a Cowboy Account (And How to Set One Up)
If you've ever felt behind because your car is older, your wardrobe…
https://root-wealth.com/wp-content/uploads/2025/07/Depositphotos_427090970_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-07-31 08:00:342025-07-08 18:42:48Why Looking Poor Might Be Your Secret Weapon for Building Wealth
One of the biggest threats to your retirement success isn't just…
https://root-wealth.com/wp-content/uploads/2025/06/Depositphotos_112693734_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-07-15 08:00:592025-07-08 18:14:24The Retirement Bucket Strategy That Protects Your Peace of Mind
The five years before retirement represent one of the most pivotal…
https://root-wealth.com/wp-content/uploads/2025/06/shutterstock_2483198413.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-06-30 08:00:012025-06-16 19:18:39The Biggest Mistakes Pre-Retirees Make (And How to Avoid Them)
A successful business owner recently asked me a question I hear…
https://root-wealth.com/wp-content/uploads/2025/06/Depositphotos_24649695_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-06-15 08:00:482025-06-16 19:09:28How to Build a Legacy That Benefits Your Family, Not the IRS
A client recently sat in my office with a worried expression,…
https://root-wealth.com/wp-content/uploads/2025/06/Depositphotos_672002918_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-05-31 08:00:302025-06-16 19:00:21How RMDs Work and 7 Strategies to Reduce Their Tax Impact
5 Common Mistakes That Can Derail Your Retirement
The Retirement Strategy Most People Miss
How to Plan Differently If You’ll Spend $250k in Travel in Retirement
The 4 Biggest Retirement Rules of Thumb (And How to Make Them Work for You)
Why You Need a Cowboy Account (And How to Set One Up)
Why Looking Poor Might Be Your Secret Weapon for Building Wealth
The Retirement Bucket Strategy That Protects Your Peace of Mind
The Biggest Mistakes Pre-Retirees Make (And How to Avoid Them)
How to Build a Legacy That Benefits Your Family, Not the IRS
How RMDs Work and 7 Strategies to Reduce Their Tax Impact