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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A 10-Year Checklist For Retirement Planning
This checklist for retirement planning will help you get in shape 10 years out.
By David Rodeck Last updated
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What to Consider When Deciding Between a Revocable and Irrevocable Trust
estate planning There are important differences between the two types of trusts, including the amount of control you'll have over your assets.
By David Rodeck Last updated
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10 Things You Should Know About REITS
A look at real estate investment trusts (REITs), a hands-off way to play the real estate market.
By David Rodeck Published
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Retirees, Make the Most of a Backdoor Roth IRA
Financial Planning A backdoor Roth IRA enables wealthier individuals to to earn tax-free income. But how long will that back door remain open?
By David Rodeck Last updated
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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 Published
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10 Things You Should Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck Published
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Six Reasons to Avoid a Self-Directed IRA
self directed IRA These specialized retirement accounts 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 Last updated
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6 of the Worst Assets to Inherit
inheritance Leaving these assets to loved ones may be more trouble than it’s worth. How to avoid adding to their grief after you're gone.
By David Rodeck Last updated
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6 of the Best Assets to Inherit
inheritance If you really want to help your heirs out, these are some of the best assets to leave them.
By David Rodeck Last updated
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How to Find the Right Financial Adviser
The right financial adviser can provide valuable guidance, but it doesn’t come cheap — and the fee structures can be confusing.
By David Rodeck Published
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10 Things To Know About Buying A Vacation Home
Ten things people should know about the implications of buying a second or vacation home.
By David Rodeck Last updated
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10 Things You Should Know About Long-Term Care Insurance
A brief on the most important things to know about long-term care insurance.
By David Rodeck Last updated
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Five Best Financial Gifts for Grandkids
gift ideas If you've been giving your grandchildren cash for the holidays, now is a good time to rethink that. There are other financial gifts that will help teach them the value of money and set them up for life.
By David Rodeck Last updated
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What To Do If You're Pushed Out Of Work At 60
A quick guide of how to assess and move forward if you're pushed out of work in your 60s.
By David Rodeck Published
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How to Find Insurance Coverage in Disaster-Prone Areas
It can be difficult to find insurance in disaster-prone places, but these steps can help.
By David Rodeck Last updated
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Retirees, It's Not Too Late to Buy Life Insurance
life insurance Improvements in underwriting have made it easier to qualify for life insurance, which can be a useful estate-planning tool.
By David Rodeck Published
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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 Published
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How — and Why — to Give to Your Grandkids
A guide to giving funds and wealth to your grandchildren, including arguments for why you should.
By David Rodeck Published
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401(k) Plans: 10 Things You Should Know
Retirement 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 Published
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Annuities: 10 Things You Should Know
Love ’em or hate ’em, annuities are back. And as always, there's plenty you should know before getting an annuity for yourself.
By David Rodeck Published
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Managing Your Stock Market Psychology
You can remain steady even though the stock market may feel like a roller coaster. Your emotions don’t have to rule your wallet.
By David Rodeck Published
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The 4% Rule Gets a Closer Look
The go-to rule for retirement spending was created 28 years ago. Things have changed since then.
By David Rodeck Last updated
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The Six Best Ways to Give to Charity (And Cut Your Tax Bill)
Giving your money to charity doesn’t have to be a totally selfless act. It can also be a way to keep the tax collector’s hands out of your pocket or away from your heirs.
By David Rodeck Published
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What You Need to Know About Life Insurance Settlements
life insurance If your life insurance payments don’t seem worth it anymore, consider these options for keeping the value.
By David Rodeck Published
life insurance