Read Founder Jonathan Dash's Column in Wiser Advisor

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What Is The First Step In Financial Planning?

Financial planning is essential for achieving one’s financial goals. It is a step-by-step approach wherein you create a financial plan to control your income, expenses, and investments to better manage your finances. However, not everyone has....

Written by Jonathan Dash

Are You Ready to Retire? 6 Important Factors to Assess Your Retirement Readiness

Retirement readiness measures how equipped you are to comfortably live the golden years of your life. It estimates your financial preparedness and the degree to which you can support your current standard of living after you retire. According to the....

Written by Jonathan Dash

Important Principles to Incorporate in Your Investment Strategy

Investments can be a stepping stone to wealth.  With the right investment strategy, you can grow your wealth significantly and be financially secure for life. However, investing is not all that simple. Investing strategies can vary based on your....

Written by Jonathan Dash

Why Should You Hire a Retirement Advisor?

Retirement can last much longer than you anticipate. Life expectancy rates have been rising over the years, owing to improvements in medicine and safety. While this suggests that you will live longer, it also indicates that you will require a larger....

Written by Jonathan Dash

A Retirement Planning Guide For High-net-worth Individuals

Planning for retirement is an important component of everyone’s financial planning, including that of a high-net-worth individual (HNWI). What is a high net worth individual (HNWI)? There is no industry-recognized definition for an HNWI. One of....

Written by Jonathan Dash

10 Strategies For Preserving Your Wealth

2008 brought to the world the worst financial disaster since the great depression of 1929. People lost their jobs, investments tanked, the value of real estate dropped, and financial anxiety was at its peak. The aftermath of the financial crisis of....

Written by Jonathan Dash

Seven Investing Principles for Investment Success

The world of investing is complicated, especially for new investors. Undoubtedly, investing can cause a genuine fear of loss among new investors. Moreover, even seasoned investors can be fearful of the investment world in some cases; specifically,....

Written by Jonathan Dash

Can You Open A Roth Ira After You Turn 60?

Retirement is a time in life that a lot of people look forward to. Life is a lot more relaxed after retirement as the stress and deadlines of work are no longer there. You can use this time to pursue hobbies, travel the world, catch up with friends....

Written by Jonathan Dash

End-of-the-Year Personal Finance Checklist for 2021

It is almost time to bid goodbye to 2021. The year has been a mix of challenges and opportunities. With the pandemic settling down and the stock market regaining its old charm, 2021 is ending on a good note. Even though the year brought respite for....

Written by Jonathan Dash

8 Retirement Savings Tips For 55-64 Year Olds

The years before your retirement can be rather crucial. Regardless of when you decide to settle into retirement, the time left to retire significantly narrows down when you reach 55. Considering the fact that most people retire by 65, you have only....

Written by Jonathan Dash

8 Retirement Savings Tips for 55-64 Year-Olds

The years before your retirement can be rather crucial. Regardless of when you decide to settle into retirement, the time left to retire significantly narrows down when you reach 55. Considering the fact that most people retire by 65, you have only....

Written by Jonathan Dash

Questions To Ask Your Financial Advisor About Retirement

Retirement is the golden period of your life, provided you save well for it. If you have sufficient retirement savings, you can spend your non-working years traveling, enjoying life, spending time with your family, and doing anything else you like.....

Written by Jonathan Dash

5 Mistakes to Avoid While Rebalancing Your Portfolio

The success of your investments depends on how you keep track of and manage your investment portfolio. Maintaining equilibrium between risk and reward, diversifying your investments optimally, timing the market, knowing when to enter and exit, etc.,....

Written by Jonathan Dash