David Rodeck

David Rodeck

Contributing Writer, Kiplinger's Retirement Report

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.

7 Ways to Utilize Your Life Insurance Policy’s Cash Value
A couple looking at important documents.
life insurance

7 Ways to Utilize Your Life Insurance Policy’s Cash Value

If you no longer need life insurance, don't just cancel the policy and cash out. Instead, consider one of these strategies to capitalize on its value …
April 23, 2021
The Essentials You Need for an Estate Plan
A couple chats with an estate planner.
estate planning

The Essentials You Need for an Estate Plan

You can reduce stress and expenses for yourself and your family if you develop an estate plan that includes these important documents.
April 21, 2021
Retirees, Your Finances Need an Annual Checkup
A piggy bank with a stethoscope
Financial Planning

Retirees, Your Finances Need an Annual Checkup

An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries li…
March 17, 2021
8 Insurance Products You May Not Need
A couple looking at paperwork together
Financial Planning

8 Insurance Products You May Not Need

You may be paying for insurance, such as long-term disability or product warranties, that is potentially unnecessary.
February 26, 2021
11 Money Moves to Make in the Decade Before You Retire
Couple looking at a computer to plan for their retirement
retirement planning

11 Money Moves to Make in the Decade Before You Retire

Pre-retirement steps include reviewing what you expect to pay in taxes and how you will cover health care costs once you stop working.
February 4, 2021
Your Financial Adviser Wants to Retire, Too
Senior financial adviser working with a couple who are clients
Financial Advisers

Your Financial Adviser Wants to Retire, Too

As the wealth management industry faces a wave of retirements, it's time for you to consider whether your adviser has a succession plan -- and what yo…
December 10, 2020
A Snowbird’s Preflight Checklist for Insurance
Senior couple sitting on the porch of their Florida retirement home
Making Your Money Last

A Snowbird’s Preflight Checklist for Insurance

If you're spending part of the year in Florida, Arizona or any other state, seniors should follow this guidance about managing two homes in retirement…
December 8, 2020
Early Retirement Means Finding Health Insurance Before Medicare
Pharmacist explains prescription to senior man
Making Your Money Last

Early Retirement Means Finding Health Insurance Before Medicare

Cover the gap with health insurance before you're eligible for Medicare enrollment.
November 20, 2020
The Annuity With a Tax-Planning Twist
Financial Planning

The Annuity With a Tax-Planning Twist

A qualified life annuity contract helps retirees with guaranteed payments to last their entire lives.
September 21, 2020