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Categories Investment planners

99% of investors are not with the right Investment Planners. What about you?

Investment Planner: One man who changes everything about your financial future Investment Planner can make or break your financial future. A right investment planner puts your “Financial Present” in order. So that your “Financial Future” becomes perfect. Many of the world’s most influential people have benefited from having a mentor, such as: • Plato – … Continue reading 99% of investors are not with the right Investment Planners. What about you?

Categories Financial Plan

How committed are you towards your financial goals?

“Commitment always precedes achievement”. Can you and I achieve anything in personal finance without having a true commitment towards the financial plan and goals? How commitment works in achieving your financial goals? 1.Financial Thoughts: As a first step, you need to think in your mind and heart about your financial goals. This thinking needs to … Continue reading How committed are you towards your financial goals?

Categories Financial Planning

4 Financial Planning tips for 4 realistic life situations

In our lives we come across different sets of “dos-and-don’ts” for different situations. A closer examination of such rules reveals that these simple lists are actually a storehouse of wisdom. In the world of finance too, there are certain such set of rules, which can do a lot of good for us. Here is a … Continue reading 4 Financial Planning tips for 4 realistic life situations

Categories Financial Plan

A Complete Checklist for your first meeting with the Financial Planner

Preparing to meet: Not revealing everything about your past life may or may not affect your married life or job prospect. However, being secretive and shy about your physical and financial health while consulting a doctor or a financial planner, will affect your daily life for sure. Visiting a financial planner, for the first time, … Continue reading A Complete Checklist for your first meeting with the Financial Planner

Categories Financial Plan

5 tips to Hit the Right Track to your Financial Goals: Coasting to Cruising

“A dream is just a dream. A goal is a dream with a plan and a deadline”, says Harvey Mackay. This quote is inspiring and is very appropriate for all of us who have financial goals to achieve in our lifetimes. Mere sailing along or coasting does not help us to reach our destination. Purpose, … Continue reading 5 tips to Hit the Right Track to your Financial Goals: Coasting to Cruising