Financial Planning

5 Steps for Happy Retirement

Retirement can mean many things for people. Some look forward to the free time in hand. Some worry how they will manage to meet ends. Others wonder how they will pass their time. If planned properly, retirement can be a great phase in a person's life. [...]

In earlier times, senior citizens used to be dependent on their children for financial needs. But this is changing. Rising income, better investment opportunities, and financial awareness have made it possible for senior citizens to be financially independent. Many of them are able to fund [...]

The 3 Stages Of Retirement

Have you thought about and tried answering these questions? What will I do after retirement? Do I have enough money to take care of my retirement? How will I maintain the same lifestyle once I stop getting regular income? Image courtesy of bplanet at FreeDigitalPhotos.net [...]

Education Costs – Are You Ready?

Education is the best gift you can give to your children. But quality education costs a lot of money. Moreover cost of education rises steeply. In India it rises more steeply than in other countries. This chart shows the inflation in education, health and CPI. [...]

A Dynamic Life cannot have a Static Financial Plan

Life is a series of events. Some have a big impact and some have a small impact. Many of them have an impact on your financial plan. We can either be pulled and pushed by the tide or proactively manage the change. It is important [...]

Donald Trump wins US Presidential – against all odds & predictions. Most of the opinion Polls were giving 95% chances to Hilary until the end of Voting & then what happened is visible in this picture. We shared this note with our Planning clients on [...]

Personal Finance Lessons from the Olympics

'Citius Altius Fortius' meaning Faster, Higher, Stronger  is the motto of Olympics. The ultimate sporting event for athletes to do their best, win medals for their country and gain sporting glory. There is a lot of hard work, tears, sweat and blood behind qualifying for [...]

7 Career Mistakes to Avoid

You need to have a strategy to manage your career so that you become successful. There are many people as skilled as you or as educated as you and as hardworking as you if not more. So it is important to take the right steps [...]