Tag: annual financial calendar
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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 also help you save time, efforts and energy while managing your finances. They not only know what you own and owe but are also aware of your financial strengths and weaknesses. ... -
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 have a financial plan in order, you are likely to fail in your financial life. But you need not fret. For, Sir Churchill also said, “Let our advance worrying become advance ...