Common misconceptions of Financial planning dispelled There are many misconceptions people have about financial planning services. In order to help dispel these misconceptions we have provided you with answers to some commonly asked questions. We would be happy to assist you if you have additional questions or would like to contact us for more information. […]
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5 Key Benefits of financial planning
5 Key Benefits of financial planning Comprehensive Financial Planning will help you to comfortably reach your goals. The money side is boring – what is exciting is what that security can do for your life. By developing a comprehensive financial plan, you should take control over your finances and achieve your goals more quickly. Let’s […]
Did you buy HDFC Standard Life, Bajaj Allianz, Birla Sun Life, ICICI Prudential Life, or Reliance Life insurance policy?
Yesterday Finance Minister informed to Rajya Sabha about the number of complaints registered against insurer for unfair business practice during the period of 2012-13. Below is the list of top achievers 🙂 1) HDFC Standard Life-33,813 2) Bajaj Allianz-21,745 3) Birla Sun Life-21,651 4) ICICI Prudential Life-16,891 5) Reliance Life-16,401 Leading private life insurers HDFC Standard Life, Bajaj Allianz […]
10 Basic Facts About Money
10 Basic Facts About Money/Ten simple truths about Money Procrastination leads to financial fuzziness. Wouldn’t you rather have Financial Clarity? Your money personality affects your money behavior. Study your past to understand your Financial Habits and practices. Contrary to popular opinion, you were not born to shop. Live within your means. Do not spend more […]
Magic of LIC as tax-saving tool! Why should one invest in LIC than Fixed deposit?
There are dangers of comparing financial products because each product is designed for different purpose and needs. But comparisons are tools to help us arrive at decisions that account for our needs and suitability. We often hear how life insurance products give low returns compared to other products and it is partly true. However after […]
New survey shows Families Need Financial Planning Help
New survey shows Families Need Financial Planning Help A recent study showed that 85% of families with children have no financial plan. I strongly feel that the majority of the other 15% don’t have a financial plan either – at least not one that truly reflects their desired financial path through life. I define financial […]