Financial Planning
9 min read
05 Dec 2024
Key Components of Financial Planning for High-Net-Worth Individuals and Families
The global population of High-Net-Worth Individuals (HNWIs), defined as those with at least $1 million, has increased all over the world, with significant growth driven by the U.S. In fact, there are now more than 5.5 million Americans with liquid investable assets of over $1 million, a 62% increase over the past decade, far surpassing […]
10 min read
25 Oct 2024
Why is Goal Setting Important for Financial Planning?
Just like in life, setting a goal is crucial in financial planning. You have a clear target to work toward when you set a goal. Without a goal, it can feel like you are aimlessly moving without any direction. Financial planning goals help you focus on your short-, mid-, and long-term needs. They cut through […]
9 min read
15 Oct 2024
4 Reasons Why You Should Not Look for Financial Advice on Social Media
In today’s world, social media has everyone glued to their phones more than ever. It is excellent for staying in touch with your friends, catching up on the latest news, or even making some extra cash. But when it comes to managing your finances or getting financial advice, social media is not the right place […]
5 min read
27 Sep 2024
5 Things Wealthy People Do to Stay Rich
Wealth maintenance goes beyond just earning a high income. It involves a strategic approach to managing, preserving, and growing assets over time. High-net-worth individuals understand that accumulating wealth is only part of the equation; the real challenge lies in sustaining and increasing it. To achieve this, they follow a set of disciplined financial practices that […]
9 min read
22 May 2024
5 Ways to Improve Your Financial Well-being
Financial wellness is essential for numerous aspects of your life, including education, housing, healthcare, and more. When your finances are stable, you have little to worry about and can focus on other important areas of life. If you notice your financial health faltering, it is crucial to address it promptly and treat it with the […]
8 min read
06 May 2024
Don’t Wait to Hire a Financial Planner Just Before Retirement
Most people tend to associate hiring a financial advisor only while planning for their retirement. This is why they often wait until the years preceding their retirement to seek professional guidance. However, if you need the guidance of a professional, a financial advisor should be hired much earlier in life. Not only is it advised to hire professional help early, […]
11 min read
09 Jan 2024
6 Financial New Year’s Resolutions for 2025 and How to Achieve Them
As we usher in 2025, it’s time to turn over a new leaf, not just personally but financially as well. The tradition of making New Year’s resolutions often centers around self-improvement, and what better way to enhance your life than by fortifying your financial health? Setting financial resolutions for the new year is more than […]
10 min read
31 Oct 2023
Five Steps to a More Effective Financial Plan
Creating a financial plan is the first step toward achieving financial freedom. It is a personalized roadmap that provides you with clarity and purpose. Financial plans are essential for setting your financial goals in motion. But in a world filled with online calculators, simulators, and countless rules and figures, finding the right path can be […]
4 min read
30 Oct 2023
How to prepare for a meeting with your Financial Advisor
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that the doctor would ask, ensure all your test reports and medical history documents are in order and so on. Preparation is a must even before you visit a financial advisor. 7 Things to do to prepare for […]
10 min read
03 May 2023
How Your Health Should Factor Into Your Financial Planning
The age-old saying that health is wealth may, in fact, be true. Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. Most people might not immediately realize the link between health and wealth. But your health and finances are more closely linked than you […]
10 min read
03 Feb 2023
7 Ways to Protect Your Finances in 2023 from a Recession
A recession is defined as a temporary period of economic downturn. A country is considered to be in recession if its Gross Domestic Product (GDP) has witnessed negative economic growth for two consecutive quarters. An economy in a recession may experience unemployment, job losses, business closures, declining incomes, low trade, industrial activity, etc. A recession […]
8 min read
11 Jan 2023
6 Financial New Year’s Resolutions for 2023
As another year draws to a close and a new one begins, it is time to start thinking about what New Year’s resolutions you want to set for 2023. Apart from the recurrent favorites – travel more, get fit etc., you may want to focus on financial resolutions too. New Year’s financial resolutions vary based […]
11 min read
29 Dec 2022
What Does it Take to Build Wealth?
Wealth creation is a common objective that many people share. It is the foundation for most things in life. The wealthier you are, the more successful you are considered and the more financially secure you can be. While wealth may not be the most important thing in life, it does affect everything that is. For […]
10 min read
12 Dec 2022
The Best Ways To Start Financially Preparing for 2023
The end of the year is all about festivities. However, before you get caught up in the holiday mood, it is vital to carve out some time and prepare for the coming year. The New Year is an excellent time to start planning for your financial needs for the future. It can offer you a […]
8 min read
21 Nov 2022
The Importance of a Certified Financial Planner (CFP) for Your Financial Planning
When working professionals cross over into their 30s and 40s, they often begin to receive advice from friends, family, and even strangers on the best ways to save and invest their money. However, these inputs tend to be based on an experiential understanding of tactics that have personally worked for them. What’s tricky about financial […]
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.