A Financial Planning experience with a client: It was just another day that a new client came to us for financial planning. He want...
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Showing posts with label FINANCIAL ADVICES. Show all posts
Showing posts with label FINANCIAL ADVICES. Show all posts
01 January 2012
31 December 2011
Investment Advisor Vs Financial Planner
A few decades ago, there was confusion with what sales and marketing are. People thought they are one and the same. But it is to ...
30 December 2011
Financial Resolutions to keep in 2012
As we are coming to an end of 2011, this is the time to reflect on the year gone by and the time to look forward for the New Year. ...
29 December 2011
How to be proactive on your potential financial problems?
Most of today’s problems are yesterday’s challenges overlooked. It is always considered a wise thing to perceive problems before the...
28 December 2011
Principles and Decision-making for wealth creation
Whenever people have surplus money, they want to invest. When they invest, they just want to act or execute. They don’t want to spend ...
01 December 2011
A Step by step Guide for Buying Resale Property
A resale property: Who does not wish to live in a house of their own? Buying a new flat will take a long time, so some of...
29 November 2011
7 Insurance Myths Debunked
Planning for contingencies like death and hospitalization also forms an important part of financial planning. Buying life insura...
23 November 2011
Are You Guilty Of Financial Infidelity With Your Partner? Have A Look.
Stories of financial infidelity: Mahesh, a successful upcoming software engineer’s life was in a real mess; it is good h...
17 November 2011
A Layman’s Guide To Reverse Mortgage
What is reverse mortgage? Increased life expectancy has lead to the increase in the costs of living and medical expenses. This...
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