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
Most people think about taxes only when filing deadlines approach,…
https://root-wealth.com/wp-content/uploads/2025/05/Depositphotos_170886860_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-05-15 08:00:182025-06-16 19:00:179 Tax-Smart Tips for 2025 That Could Save You Thousands
Last month, I met with a couple in their early 60s who were planning…
https://root-wealth.com/wp-content/uploads/2025/03/Depositphotos_64644141_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-03-31 08:00:232025-03-19 20:28:337 Ways to Maximize Your Social Security Benefits
Retirement planning can feel overwhelming, especially when your…
https://root-wealth.com/wp-content/uploads/2025/03/Depositphotos_74368203_S.jpg6671000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-02-28 08:00:072025-03-19 18:32:557 Essential Accounts to Organize Your Retirement
Last week, I met with a successful physician who proudly showed…
https://root-wealth.com/wp-content/uploads/2025/02/shutterstock_582784618-1.jpg6681000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-02-15 08:00:512025-02-26 19:15:39Diversification Myths That Could Be Costing You Money
How to Build a Legacy That Benefits Your Family, Not the IRS
How RMDs Work and 7 Strategies to Reduce Their Tax Impact
9 Tax-Smart Tips for 2025 That Could Save You Thousands
5 Pre-retirement Cash Flow Tips That Create Financial Confidence
6 Tax-Smart Charitable Giving Strategies
7 Ways to Maximize Your Social Security Benefits
The 3 C’s to a Fulfilling Retirement
7 Essential Accounts to Organize Your Retirement
Diversification Myths That Could Be Costing You Money
The Investment Strategy That’s Better Than Stock Picking