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
Something interesting happens when I sit down with successful…
https://root-wealth.com/wp-content/uploads/2025/01/Depositphotos_398512552_L.jpg13342000Kurt Dupuishttps://root-wealth.com/wp-content/uploads/2024/04/Root-Wealth-Management-Final-Logo.pngKurt Dupuis2025-01-15 08:00:002025-02-26 01:19:48Five Questions to Ask Before You Retire
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
Five Questions to Ask Before You Retire
Your 2025 Financial Quick-Start Guide
The Tax Planning Moves Most Professionals Miss