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 ...

Financial planning is essential for achieving one’s financial goals. It is a step-by-step approach wherein you create a financial plan to control your income, expenses, and investments to better manage your finances. However, not everyone has a financial plan. According to reports, many workers live on the paycheck to paycheck model, and nearly half of ...

Retirement is a time in life that a lot of people look forward to. Life is a lot more relaxed after retirement as the stress and deadlines of work are no longer there. You can use this time to pursue hobbies, travel the world, catch up with friends and family, and live a relaxed and ...

If you invest your money, read a financial journal, want to excel at financial planning, and are striving to grow financially with every move, you must have heard of the famous Warren Buffett. Warren Buffett is nothing short of royalty in the world of finances. He is often found on the list of some of ...

It is almost time to bid goodbye to 2021. The year has been a mix of challenges and opportunities. With the pandemic settling down and the stock market regaining its old charm, 2021 is ending on a good note. Even though the year brought respite for millions of Americans after the tumultuous 2020, the personal ...

Some people believe that estate planning is for the rich. Others are under the misconception that you do not need comprehensive estate planning if your estate is worth $11.7 million in 2021, which is the federal estate tax exemption limit for 2021. However, every adult, and every family, needs an estate plan. Attending this essential ...

It takes time, skill, and effort to manage one’s investments and make the right financial decisions as one may have to pay a cost when they delay good financial decisions. One needs to understand that management of finances is a recurring activity where decisions have to be made in a timely manner to better take ...

Hiring a professional for your money-related matters is crucial. When you start your search to find a financial professional, you will come across several titles, such as investment advisors, portfolio managers, financial planners, wealth managers, asset managers, etc. Each professional has expertise in their field. Broadly, these professionals are categorized into two groups – portfolio ...

Doctors are one of the hardest working professionals in the world. Long hours, hectic schedules, emergency consultations, and surgeries sum up the life of a physician. Considering the extreme amount of time and dedication that doctors put in their work every day, they are naturally also among the highest-paid professionals in the workforce. This is ...

Planning for retirement is an important component of everyone’s financial planning, including that of a high-net-worth individual (HNWI). What is a high net worth individual (HNWI)? There is no industry-recognized definition for an HNWI. One of the most commonly accepted criteria is an individual with $1 million or more in investable assets, excluding real estate. ...