Author: Jonathan Dash
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Can You Have a 401(k) and a Roth IRA?
401(k)s and Roth IRAs are some of the most commonly used retirement accounts. Some opt for a 401(k) account simply because it comes with ... -
Financial Planning for High-Net-Worth Individuals
Financial planning can be helpful in many ways. It can help you save more, invest smartly, and find ways to increase your income sources. ... -
6 Tips to Avoid Financial Fraud and Guard Your Investments
Financial frauds are more common than you think. Most often, until someone has been a victim of financial fraud, they fail to recognize the ... -
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 ...
