David Rodeck
David is a financial freelance writer based out of Delaware. He specializes in making investing, insurance and retirement planning understandable. He has been published in Kiplinger, Forbes and U.S. News, and also writes for clients like American Express, LendingTree and Prudential. He is currently Treasurer for the Financial Writers Society.
Before becoming a writer, David was an insurance salesman and registered representative for New York Life. During that time, he passed both the Series 6 and CFP exams. David graduated from McGill University with degrees in Economics and Finance where he was also captain of the varsity tennis team.
Latest articles by David Rodeck
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10 Things You Should Know About Buying a Car Today, Even if You've Bought Before
If buying a car is on your to-do list, and it's been a while since you went shopping for a new one, this guide will help avoid any nasty shocks in the showroom.
By David Rodeck
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Retirees, Here's How to Make a Medigap Switch to Save Money
Making Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.
By David Rodeck
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The 4% Rule for Retirement Withdrawals Gets an Upgrade
The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can modernize the rule to fit your needs.
By David Rodeck
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Deciding on Senior Living? 10 Things You Should Know
Senior living options are no longer God's waiting room.
By David Rodeck
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12 Investments No Retiree Should Make
In retirement, when it's wise to take fewer risks with your nest egg, some investments are just nuts.
By David Rodeck
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
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A 10-Year Retirement Planning Checklist
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
By David Rodeck
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Structured Installment Sales: a Tax-Efficient Way to Sell a Business or Real Estate
Sponsor Content Created With MetLife
SPONSORED Find out how structured installment sales can help sellers defer taxes while generating guaranteed retirement income.
By David Rodeck
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Bonds Pay in Good and Bad Times
Bonds can act as a financial safety net through good times and bad. But different bonds carry different returns and risks, so do your homework before investing.
By David Rodeck
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Actively Managed Portfolios: What Are They and How Do They Work?
Sponsor Content Created With Robinhood
SPONSORED Don't settle for a robo advisor.
By David Rodeck
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From Exchange Rates to ATM Fees: A Guide to Handling Foreign Cash While Traveling
Sponsor Content Created With TD Bank
By David Rodeck
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10 Things to Know About Working in Retirement
Working in retirement could give you more money but also could impact some benefits.
By David Rodeck
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Long-Term Care Insurance: 10 Things You Should Know
A brief explainer on the most important things to know about long-term care insurance.
By David Rodeck
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Your Online Security: 10 Things You Should Know
Online security is more tenuous given the rise of AI. Arm yourself against internet criminals with these tips to strengthen online security.
By David Rodeck
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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3 Benefits of Using Desktop Platforms for Active Trading
Sponsor Content Created With Robinhood
SPONSORED Get some browser-based bonuses.
By David Rodeck
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How to Cut Your Auto and Home Insurance Bills This Year
Protecting your car and home with insurance is getting a lot more costly. Use these tips to minimize the pain of rising premiums.
By David Rodeck
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Four things you can do today to up your financial preparedness
Sponsor Content Created With TD Bank
SPONSORED Don’t get caught financially flat-footed.
By David Rodeck
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Thinking About Buying a Boat? 10 Things to Know First
Planning on buying a boat in retirement? Think of it as a hole in the water you dump money into, says one expert. But it's not all bad.
By David Rodeck
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7 Reasons to Avoid a Self-Directed IRA
self directed IRA Self-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
By David Rodeck
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Estate Planning for Singles: 10 Things You Should Know
Here's how to navigate estate planning as a single person.
By David Rodeck
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Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated.
By David Rodeck
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10 Things For Retirees To Know About Buying A Vacation Home
Ten things retirees should know about the implications of buying a second or vacation home.
By David Rodeck
