Table of Content 4 major areas to organize your Financial Life. 1. Organize all your Financial documents Insurance Papers Bank Documents Investment Papers Tax Documents Loan Papers Monthly Bills Other important documents 2. Create your Financial Information Vault 3. Use technology for the simplification of your Financial Life 4. Schedule your important Financial tasks Conclusion […]
A Practical Guide to Estate Planning Tools
Do you know what is the actual power of your nominee? Do you know the key differences between Nomination, Trust and the Will? In this second part of the series of Estate Planning, you will learn the Key details of all these important tools of Estate Planning. If you have not yet read the first […]
How Estate Planning can keep You & Your Family out of Trouble?
Have you done your Estate Planning? You know an effective Estate Planning can keep you out of trouble! Estate Planning is one of the most neglected area of financial life for most people because they have some false myths about Estate Planning! Some people wait for their retirement for estate planning, whereas others simply ignore […]
COVID-19 Vs. INSURANCE CLAIM: Is Your Insurance Policy Immune to Corona Virus?
Corona Virus is given the title ‘Novel’, to say it is first of its kind. It means there is no cure to the COVID19, yet. It also means that your existing life insurance or your mediclaim policy document did not include the Corona Virus when you bought it. “Will my life insurance policy cover death […]
Stock Market Crash!!! What’s Your First Priority?
The Sensex has fallen from 41,952 to 25,981. Almost 40% fall!!! Are you worried about the stock market levels? The crashes in the stock market? Your investments? Let’s get things into perspective. Let’s not get confused by the mess around because the mess creates stress. Let’s PRIORITISE. Table of Contents 1. You and Your family’s […]
Who Else Wants to Repay Debts Faster With Actionable Strategies?
“Never spend your money before you have it” – Thomas Jefferson “The man who never has money enough to pay his debts has too much of something else” – James Lendall Basford These are little quotes on debt for you to think about. Table of Contents What is debt repayment? Why is debt repayment important? […]
