Author: Jonathan Dash
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What is Tax-Loss Harvesting and Why is it Important?
Tax-loss harvesting refers to a strategy wherein you can sell securities at a loss to offset your capital gains tax due on the sale ... -
Financial Milestones to Aim for by Each Decade of Your Life
It can be overwhelming to compare your financial progress with others and be bound by a timeline. But it can also offer you a ... -
Pros and Cons of a Roth IRA Conversion
If you have been planning for your retirement, you may have come across several types of savings and investment accounts. The two most popularly ... -
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, ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ...
