Recent Post
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Ways to Circumvent Short-Termism
Short-termism is defined as an investor’s extreme concentration on profits made on the basis of short-term analysis at the cost of long-term benefits. This ... -
Everything You Must Know About Over-Diversification in Your Portfolio
While generally, all investors would swear by the benefits of diversification in a portfolio, it is very critical to understand the thin line between ... -
Are Individual Bonds Safer than Bond Funds?
Individual bonds and bond funds are two fundamentally different instruments that work well in different market situations. Bonds are secure investments that generally come ... -
Best Financial Planning Strategy for Children with Special Needs
Parenthood is a substantial financial and emotional responsibility. These duties increase multi-fold when bringing up a child with special needs. Parents usually worry about ... -
Bucket Strategy in Retirement Planning and Its Suitability
What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is ... -
How is Estate Planning Different for Single Parents?
Parenting is both a joy and an ocean of responsibilities. Parents constantly worry about the well-being of their child, in their presence as well ...
Retirement Planning
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How IRAs work? 401k vs IRA
A sound financial plan must include retirement planning as one of its cornerstones. A small amount of time and effort invested in planning for ... -
Choosing the Best Retirement Accounts
“As in all successful ventures, the foundation of a good retirement is planning”, said radio speaker, Earl Nightingale, once. Retirement is a critical point ... -
Retirement Planning checklist
“Retirement, a time to do what you want to do, when you want to do it, where you want to do it and how ...
Financial Planning
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How to Prepare an Annual Financial Plan – Financial Planning DIY Checklist
“He who fails to plan is planning to fail”, said Sir Winston Churchill once. This holds true even for your finances. If you don’t ... -
Why and When do you need a Financial Advisor?
Just how you have friends to listen to your problems and help you solve them, you have financial advisors to tell you “I am ... -
How to prepare for a meeting with your Financial Advisor
What doctors are for your physical/mental health, advisors are for your financial health. What do you do before you visit a doctor? Understand your ...
Financial Advisor Guide
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Why and When do you need a Financial Advisor?
Just how you have friends to listen to your problems and help you solve them, you have financial advisors to tell you “I am ... -
How to prepare for a meeting with your Financial Advisor
What doctors are for your physical/mental health, advisors are for your financial health. What do you do before you visit a doctor? Understand your ... -
How to monitor the activities of your Financial Advisor?
A financial advisor is someone who works closely with you to help you organize your finances. They help you achieve your financial goals. They ...
Education Planning
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529 Plan: Everything you need to know while saving for college
According to a report, around 29% of parents with children under the age of 18 in the US invest in a 529 Plan to ... -
The Complete Guide on Financial Planning for Couples
Being in a relationship can be rewarding and yet challenging in many ways. As a couple, you decide to share the burden of emotional, ... -
Should You Save for Your Child’s College Using a 529 Prepaid Tuition Plan?
Investment on knowledge is the best form of investment, and savings as they say, is the prerequisite of investment. With college prices already soaring ...
