Achievement of any goal needs a well thought out plan. Similarly, achievement of your financial goals needs a financial plan. Consider the following questions about your financial future: Do you know if your PF would be enough to give you a comfortable retirement? Do you know how much you need to invest in order to have […]
Wealth Managment
The Importance of Having a Financial Plan
In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have […]
Investment Portfolio Review Offer
Investment Portfolio Review Offer Many families hold their investments at several institutions, losing track of their investment performance and allocations. Others are unsure about the advice they are getting from their stockbroker/Insurance agent. Rarely are individual investors able to get a second opinion on their investments from a seasoned manager. My interest is making sure […]
10 Financial resolutions for the new year 2013
1. Spend less – Keep a check on your spending. It sounds simplistic, but many people struggle with this first basic rule. Make sure you know what your job is worth in the marketplace, by conducting an evaluation of your skills, productivity, job tasks, contribution to the company, and the going rate, both inside and […]
Innovative retirement planning for seniors – Reverse Mortgage
Life post retirement under old age can be very difficult and nightmarish without proper financial support. The situation arise due to lack of or improper retirement planning or failed expectations you had from your children regarding taking care of you and your spouse when needed the most. Lots of people don’t have the foresight […]
Retirement Planning india for 50+
My Naveen asked me the other day- ” I am 52, should I start retirement planning now ? Am I late starter?” The question prompted me to think on how to do retirement planning for late starters but before we go there, is 52 late in starting? Given all the basics of personal finance like […]