The Financial Checklist
There are limits to human memory and attention and it is not difficult to miss basic steps in a task. […]
financial planning
5 Financial Habits that can ruin your Financial Life
Avoiding bad financial decisions is as important as making good ones, but what influences you to make such good or
Planning to Retire early? A few things to keep in mind
Who does not want to retire early? No bosses to report to. No need to slog or worry about Monday
Financial Planning, Mutual funds, Opinion
What is Portfolio Rebalancing? How it helps?
You start with a certain asset allocation mix. At regular intervals, you bring your portfolio to original asset allocation mix.
Financial Planning, Opinion
What is better for you: A Fee-only Financial planner or a Fee-based planner?
Are you looking for a financial planner or financial adviser? Who would you go to? There is no dearth of
Opinion
PPF rates cut again and the Equity brigade will rejoice
PPF interest rate has been cut from 8% p.a. to 7.9% p.a. for the April-June quarter. This is the first
Insurance, Opinion
If Insurance Companies were to offer Financial Planning?
Recently, I watched an advertisement by a leading insurance company where the company offered to provide emotional counseling and financial
The Cost of a Poor Financial Product is much higher than the cost of Professional Investment Advice
I get many inquiries about financial planning or investment advisory services. During the follow-up discussion, a few prospects go cold
Financial Planning
Financial Planning Tips for DINK Families
Dual Income No Kids (or DINK) families are likely to have higher disposable incomes. Not a bad situation to find
Financial Planning Tips for Self-Employed
Being self-employed gives you much flexibility. You can choose to work on what you are passionate about. You don’t have