Author: 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
11 min read
22 Jul 2025
How to Rollover your 401(k) in 5 Easy Steps
Are you thinking about rolling over your 401(k)? People usually arrive at this conclusion if they have changed jobs or just want better control over their retirement funds. A 401(k) rollover refers to transferring money from one retirement account, such as an old employer’s 401(k), into a new 401(k) or an Individual Retirement Account (IRA). […]
10 min read
08 Jul 2025
Things to Know If You Are Planning an Early Withdrawal from Your Roth IRA
Are you thinking about cashing in on your Roth Individual Retirement Account (IRA) early? Before you make the move, it is important to understand what you are really signing up for and how this one decision affects multiple things. First off, let’s clear up some confusion. There are several types of IRAs, such as Traditional, […]
13 min read
27 Jun 2025
Start Planning Your Retirement Early to Save Enough and Plan Better
Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension, and retiring feels outdated, especially for mid-level professionals who’ve started thinking early about what their ideal retirement should look like. With rising burnout, shifting priorities, and growing financial awareness, the idea of retiring at 60 […]
14 min read
26 Jun 2025
Planning for Retirement Means Planning for Healthcare Too
Most professionals approaching retirement know they need a plan. What many underestimate (often drastically) is the size of the piece of that plan that should be devoted to healthcare. Retirement is no longer just about 401(k)s and Social Security. It’s about protecting yourself from unpredictable, rising medical expenses that could quietly dismantle even the most […]
9 min read
28 Apr 2025
How to Protect Your Retirement Savings from Inflation
Even a modest rise in inflation can stretch your budget thin in retirement. According to the U.S. Bureau of Labor Statistics, inflation spiked between 2021 and 2022, hitting a 40-year high of 9.1% in June 2022. While the January 2025 Consumer Price Index (CPI) report shows inflation cooling to around 3%, the damage from previous […]
11 min read
24 Apr 2025
How to Determine If Your Savings Can Support Your Retirement
Figuring out whether your savings are enough for retirement is not always straightforward. It is common to feel unsure, especially as you move closer to retirement. You may wonder if you are doing enough or if your current savings will last. You may also worry about making changes to your savings strategy to ensure you […]
11 min read
20 Mar 2025
Should I Keep Budgeting in Retirement?
A recent survey found that 45% of individuals around the age of retirement worry about outliving their savings. More than one in three (39%) have seen their standard of living decline post-retirement, and about 30% admit they have already spent more than they should in retirement. It is easy to underestimate how much you will […]
11 min read
30 Jan 2025
Top Retirement Mistakes Even Experienced Investors Tend to Overlook
Experienced investors might believe they have everything figured out, but even minor missteps can disrupt years of planning and put their financial future at risk. That is why it is essential to stay vigilant, plan smartly, and avoid common pitfalls. Consulting a financial advisor can help steer clear of retirement planning errors. This article highlights […]
11 min read
23 Dec 2024
7 Essential Steps to Get Ready for Your Upcoming Retirement
In the years leading up to retirement, it’s important to ensure that you will be secure in your golden years. It can feel overwhelming as the years start to pass, and you might find yourself wondering if you have done enough. However, instead of worrying, it is important to use this time to plan wisely. […]
10 min read
21 Oct 2024
What is a Reasonable Rate of Return After Retirement?
Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary. While it is tough to predict the exact numbers, having a ballpark figure in mind can help you plan for your retirement more effectively. Many factors impact how much your money will grow […]
9 min read
16 Aug 2024
Why Retirees Should Not Stop Investing During Retirement
The rules may seem unclear when it comes to investing after retirement. As your risk appetite drops and you stop drawing a monthly salary, you may wonder if you should use your savings to invest more or stop investing altogether. Factors like inflation and the inability to cover basic needs on a limited nest egg […]
9 min read
22 Mar 2024
Is Saving 10 times Your Annual Income Enough for Retirement?
Embarking on the journey toward retirement often begins with the echoing question: How much money is enough to retire comfortably? This inquiry paves the way for financial planning and unravels the complexity of individual aspirations, lifestyle choices, and the inevitable uncertainty of future needs. The essence of retirement planning transcends mere savings; it’s about crafting […]
15 min read
13 Mar 2024
The 5 Pillars of Retirement Planning You Should Be Aware of
Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. A well-structured approach ensures that every aspect is carefully considered. It also minimizes errors and oversights. Within this framework, […]
17 min read
19 Feb 2024
10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future
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 emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years. Overcoming these challenges can prove difficult if not addressed in retirement […]
9 min read
13 Dec 2023
How to Save for Retirement Even When It’s Getting Harder
In a world where the cost of living is steadily climbing and market uncertainties loom large, the idea of a serene retirement can seem like a distant dream. But let’s face it: the importance of saving for retirement hasn’t waned; if anything, it’s become more crucial. The reality is that securing your financial stability for […]
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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.