financial planning
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398 Results Found
  • Financial advisors must engage more purposefully with women clients Mar 03, 2020 09:24 AM IST

    Financial advisors must engage more purposefully with women clients

    Financial advisors need to realize that women do not want to be talked down to

  • Avoid taking loans to fund aspirational goals Feb 26, 2020 11:50 PM IST

    Avoid taking loans to fund aspirational goals

    Aspirations put more pressure on your finances

  • Plan for contingencies to avoid money mishaps Jan 30, 2020 07:37 AM IST

    Plan for contingencies to avoid money mishaps

    Due to bad or no financial planning, individuals are grossly unprepared when hit with job losses

  • Why discussing finances is mutually beneficial for spouses Jan 30, 2020 07:32 AM IST

    Why discussing finances is mutually beneficial for spouses

    Marriages are meant to last a lifetime and it is impossible to traverse this journey without discussing money

  • Got your first job? Follow these steps to have a balanced money life Jan 10, 2020 09:31 AM IST

    Got your first job? Follow these steps to have a balanced money life

    Enjoy your financial freedom. Do Spend. But save something for the rainy day as well

  • Dear woman: Take these 4 small steps to be on top of your money life from 2020 Dec 27, 2019 08:35 AM IST

    Dear woman: Take these 4 small steps to be on top of your money life from 2020

    These are baby steps to take for ensuring that you are in the driver’s seat when it comes to your finances.

  • 5 things NRIs must do in 2020 Dec 24, 2019 03:04 PM IST

    5 things NRIs must do in 2020

    It is important to revisit old plans for completeness and accuracy

  • How NRIs can manage property and money matters in India Dec 03, 2019 02:08 PM IST

    How NRIs can manage property and money matters in India

    An advisor who understands finance and the emotions of making decisions while dealing with assets in India is critical

  •  Money lessons for start-up employees Dec 02, 2019 08:53 AM IST

     Money lessons for start-up employees

    With the uncertainty associated with start-ups, it is imperative that employees get a good hold on their finances

  • Saving for kids’ goals, no child’s play Nov 29, 2019 08:45 AM IST

    Saving for kids’ goals, no child’s play

    Apart from investing for the purpose of education, it is a great idea to involve your children very early in the personal finance journey

  • Some simple retirement products suitable for most savers Nov 28, 2019 10:30 AM IST

    Some simple retirement products suitable for most savers

    You need to start early and invest in the right retirement savings products.

  • Financial freedom and early retirement require different saving approaches Nov 21, 2019 09:23 AM IST

    Financial freedom and early retirement require different saving approaches

    Obviously, early retirement requires a much larger corpus than what it would if you opt to be financially independent

  • Random advice not good enough for saving towards long-term goals Nov 05, 2019 08:51 AM IST

    Random advice not good enough for saving towards long-term goals

    The ideal savings rate depends on specific financial goals and, of course, the ability to save that much

  • Right mix of technology and human touch needed for optimal investment decisions Nov 04, 2019 08:41 AM IST

    Right mix of technology and human touch needed for optimal investment decisions

    In the immediate future, it seems more likely that computers and humans will work side-by-side

  • These investment products are best avoided Nov 01, 2019 09:02 AM IST

    These investment products are best avoided

    People end up with financial products that they neither need nor are suited for

  • NRIs: Keep a tab on your finances in India even if you don’t plan to return Oct 29, 2019 01:42 PM IST

    NRIs: Keep a tab on your finances in India even if you don’t plan to return

    From applying for an OCI card, to maintaining bank accounts and properties, it is important to have your paperwork in order

  • A true fiduciary acts in the best interest of the client Oct 25, 2019 08:37 AM IST

    A true fiduciary acts in the best interest of the client

    Such advisors should not deal in any product that offers commissions or other indirect compensation and compromise their independence

  • Decoding robo advisory for Indian investors Oct 07, 2019 09:04 AM IST

    Decoding robo advisory for Indian investors

    It is important for investors to know how to evaluate and choose amongst them just as carefully as they would do with a human adviser

  • Avoid depending on children for post-retirement money needs Oct 04, 2019 09:36 AM IST

    Avoid depending on children for post-retirement money needs

    You shouldn’t be basing your savings decision on the notion that your sons and daughters will take care of you in your non-earning decades

  • How to build a recession-proof portfolio Oct 01, 2019 08:52 AM IST

    How to build a recession-proof portfolio

    Any mismatch with the need, goal or timeline of your investment is a primary lacunae to building a portfolio

  • Women must develop the right money mindset for a fruitful post-retirement life Sep 27, 2019 07:32 AM IST

    Women must develop the right money mindset for a fruitful post-retirement life

    As a retiree, use the money to bring you happiness and add meaning to your life, while taking care that it is safely working for you as well.

  • Investing via SIPs? Choose the right amount to reach your goal Sep 26, 2019 08:45 AM IST

    Investing via SIPs? Choose the right amount to reach your goal

    Long Term SIP works for your financial goals only if you invest the right SIP amount for the goal.

  • Factors to consider for NRIs planning to retire in India Sep 24, 2019 03:27 PM IST

    Factors to consider for NRIs planning to retire in India

    Their decisions can have a significant impact on their financial well-being.

  • Be minimalist with your investments and money matters Sep 23, 2019 08:54 AM IST

    Be minimalist with your investments and money matters

    Minimalism is about simplifying your financial life and making you more aware of how your money in spent

  • Audit your personal finances to keep money matters in order Sep 16, 2019 08:46 AM IST

    Audit your personal finances to keep money matters in order

    A personal finance audit will help you stay on track and make adjustments to keep your finances in order

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