WiserAdvisor – Blog

Main Menu

  • Main
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Investment Management
  • More
    • Personal Finance
    • Estate Planning
logo
I Want to Take Charge.
HELP ME FIND AND COMPARE TOP VETTED FINANCIAL ADVISORS IN MY AREA.

FINRA/SEC Registered Advisors

  Your Information is Safe and Secure

WiserAdvisor – Blog

  • Main
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Investment Management
  • More
    • Personal Finance
    • Estate Planning

Author: Jonathan Dash

Home › Jonathan Dash › Page 2
Avatar photo

Jonathan Dash

Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager. Dash Investments has been covered in major business publications such as Barron’s, The Wall Street Journal, and The New York Times. Mr. Dash graduated from the University of Southern California with a B.S. in Finance and has also completed numerous executive programs at both Harvard Business School and Columbia Business School covering corporate restructuring, mergers and acquisitions, financial analysis and valuation. Jonathan Dash 800-549-3227

  • Why Retirees Should Not Stop Investing During Retirement
    Retirement Planning

    Why Retirees Should Not Stop Investing During Retirement

    By Jonathan Dash
    August 16, 2024
    The rules may seem unclear when it comes to investing after retirement. As your risk appetite drops and you stop drawing a monthly salary, ...
    Read More
  • Is Saving 10 times Your Annual Income Enough for Retirement?
    Retirement Planning

    Is Saving 10 times Your Annual Income Enough for Retirement?

    By Jonathan Dash
    March 22, 2024
    Embarking on the journey toward retirement often begins with the echoing question: How much money is enough to retire comfortably? This inquiry paves the ...
    Read More
  • The 5 Pillars of Retirement Planning You Should Be Aware of
    Retirement Planning

    The 5 Pillars of Retirement Planning You Should Be Aware of

    By Jonathan Dash
    March 13, 2024
    Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming ...
    Read More
  • 10 Common Retirement Blind Spots You'll Want to Avoid for a Secure Future
    Retirement Planning

    10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future

    By Jonathan Dash
    February 19, 2024
    Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the ...
    Read More
  • How to Save for Retirement Even When It's Getting Harder
    Retirement Planning

    How to Save for Retirement Even When It’s Getting Harder

    By Jonathan Dash
    December 13, 2023
    In a world where the cost of living is steadily climbing and market uncertainties loom large, the idea of a serene retirement can seem ...
    Read More
  • The Importance Of Retirement Planning For Senior Citizens
    Retirement Planning

    The Importance of Retirement Planning for Senior Citizens

    By Jonathan Dash
    November 14, 2023
    Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and ...
    Read More
  • How An Analysis Of Your Financial Past Can Impact Your Future Financial Planning
    Personal Finance

    How An Analysis Of Your Financial Past Can Impact Your Future Financial Planning

    By Jonathan Dash
    October 20, 2023
    Navigating the complexities of personal finance demands both reflection and foresight. A deep dive into our financial history reveals patterns, offers lessons, and provides ...
    Read More
  • What is a Vested Balance In Your Retirement Account?
    Retirement

    What is a Vested Balance In Your Retirement Account?

    By Jonathan Dash
    September 20, 2023
    In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain ...
    Read More
  • How to Minimize Your Tax Liability When Rolling Over to a Roth IRA
    Retirement

    How to Minimize Your Tax Liability When Rolling Over to a Roth IRA

    By Jonathan Dash
    August 25, 2023
    Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. Retirees must carefully strategize to minimize ...
    Read More
  • What Is 401(k) Rebalancing
    Retirement

    How Often Should You Rebalance Your 401(k)?

    By Jonathan Dash
    April 25, 2023
    When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest ...
    Read More
1 2 3 4 5

Don't miss out! Get our Helpful Financial Tips Newsletter

  • Latest Posts

  • Tax Cuts and Jobs Act of 2017 (TCJA) in 2025

    How to Navigate the Tax Cuts and Jobs Act of 2017 (TCJA) in 2025 Amongst ...

    By WiserAdvisor Insights
    July 23, 2025
  • Rollover your 401(k) in 5 Easy Steps

    How to Rollover your 401(k) in 5 Easy Steps

    By Jonathan Dash
    July 22, 2025
  • Financial Advisor vs Self-Investing

    Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

    By WiserAdvisor Insights
    July 10, 2025
  • Roth-IRA

    Things to Know If You Are Planning an Early Withdrawal from Your Roth IRA

    By Jonathan Dash
    July 8, 2025
  • Popular Posts

  • Best Retirement Calculators to plan Retirement

    By WiserAdvisor Insights
    July 26, 2019
  • Portfolio

    How to Diversify Your Portfolio the Right Way

    By WiserAdvisor Insights
    February 3, 2022
  • How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

    How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

    By WiserAdvisor Insights
    January 23, 2024
  • How to Determine Your Investment Risk Tolerance Level

    How to Determine Your Investment Risk Tolerance Level

    By WiserAdvisor Insights
    May 26, 2023

Categories

  • Business Finance (2)
  • Education Planning (31)
  • Estate Planning (30)
  • Financial Advisor (1)
  • Financial Advisor Guide (55)
  • Financial Planning (139)
  • Investment Management (98)
  • Personal Finance (16)
  • Portfolio Management (1)
  • Retirement (30)
  • Retirement Healthcare (1)
  • Retirement Planning (108)
  • Retirement Plans (1)
  • Uncategorized (2)

The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

FOLLOW US

  • Recent

  • Popular

  • Tax Cuts and Jobs Act of 2017 (TCJA) in 2025

    How to Navigate the Tax Cuts and Jobs Act of 2017 (TCJA) in 2025 Amongst ...

    By WiserAdvisor Insights
    July 23, 2025
  • Rollover your 401(k) in 5 Easy Steps

    How to Rollover your 401(k) in 5 Easy Steps

    By Jonathan Dash
    July 22, 2025
  • Financial Advisor vs Self-Investing

    Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

    By WiserAdvisor Insights
    July 10, 2025
  • Best Retirement Calculators to plan Retirement

    By WiserAdvisor Insights
    July 26, 2019
  • Portfolio

    How to Diversify Your Portfolio the Right Way

    By WiserAdvisor Insights
    February 3, 2022
  • How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

    How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

    By WiserAdvisor Insights
    January 23, 2024

Contact Us

Corporate Headquarters

12150 Monument Drive, Suite 700
Fairfax, VA, 22033

Business Hours

8:30 AM – 5:00 PM EST (Monday – Friday)

Email Address

wa.assistance@wiseradvisor.com

Phone Number

(703) 651-2060

Fax Number

(703) 259-4487

  • Privacy Policy
  • Terms & Conditions
© Copyright 2025 WiserAdvisor.com. All Rights Reserved.
close circle
Wiseradvisor

Still Have Questions About Your Finances?

Get Matched with a Trusted Financial Advisor Today

  • Free Advisor Match
  • No Obligation To Hire
  • Complimentary Initial Consultation

trusted Trusted by millions of
consumers since 2004

Start Your Match Now Completely Private and Confidential