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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3 Benefits of Using Desktop Platforms for Active TradingSponsor Content Created With Robinhood
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By David Rodeck
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Four things you can do today to up your financial preparednessSponsor Content Created With TD Bank
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By David Rodeck
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Thinking About Buying a Boat? 10 Things to Know FirstPlanning 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 IRAself 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 KnowHere'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 HomeTen things retirees should know about the implications of buying a second or vacation home.
By David Rodeck
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10 Things You Should Know About Life InsuranceFrom choosing the right policy to understanding qualification criteria, here are 10 key things you need to know about life insurance.
By David Rodeck
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How to Find Insurance Coverage in Disaster-Prone AreasIt can be difficult to find insurance in disaster-prone places, but these steps can help.
By David Rodeck
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5 Key Components of an Estate Plan — and 7 Others to ConsiderWhatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
By David Rodeck
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7 Estate Planning Best PracticesThese tips can help you avoid common trouble spots and create a more effective plan.
By David Rodeck
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Retirees, Your Finances Need an Annual CheckupFinancial Planning An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries listed on life insurance.
By David Rodeck
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Quitting Your Job? Check This Retirement Point FirstHere are some factors to consider if you want to quick, but don't want to lose gains on retirement funds.
By David Rodeck
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Short-Term Insurance Plans' Good, Bad and Uglyretirement You'll need a clear-eyed analysis to gauge the value of short-term care insurance plans and if they're right for you.
By David Rodeck
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Five Questions to Ask Before You Buy an AnnuityAnnuities come with different provisions and costs. Before you buy one, make sure to ask the right questions, like these five.
By David Rodeck
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How Interest Rates Affect AnnuitiesFind out why higher interest rates benefit some annuities more than others.
By David Rodeck
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How to Use Annuities for Retirement PaychecksPredictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options.
By David Rodeck
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10 Things You Should Know About Reverse MortgagesA look at what to know about reverse mortgages, and why caution around them is warranted.
By David Rodeck
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10 Things You Should Know About REITSA look at real estate investment trusts (REITs), a hands-off way to play the real estate market.
By David Rodeck
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How to Find the Right Financial AdviserThe right financial adviser can provide valuable guidance, but it doesn’t come cheap — and the fee structures can be confusing.
By David Rodeck
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What To Do If You're Pushed Out Of Work At 60A quick guide of how to assess and move forward if you're pushed out of work in your 60s.
By David Rodeck
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Retirees, It's Not Too Late to Buy Life Insurancelife insurance Improvements in underwriting have made it easier to qualify for life insurance, which can be a useful estate-planning tool.
By David Rodeck
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Is Your Insurance Coverage Up to Date?Keeping your insurance coverage up to date is vital to protect your most valuable assets.
By David Rodeck
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401(k) Plans: 10 Things You Should KnowRetirement When it comes to 401(k) plans, it's your money. But your boss and the government make the rules. 10 things you should know.
By David Rodeck
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