Whenever you hear the word financial planning , what comes to your mind? Money and math are the two very common concepts that most people will relate to the process of financial management. Watch this demo to review the fundamentals of Financial Planning But managing money involves a lot more.Traditionally financial planning was all about […]
Financial Planning
6 Financial Planning Mistakes Couples Should Avoid Committing
Listen to this article It’s no secret that many couples find themselves arguing about money. In fact, research consistently shows that finances are the number one topic of contention in relationships. But why is money such a hot-button issue? Is it just about the numbers, or is there something deeper at play? Let’s explore why […]
Have you stress tested your personal finances? Do it now in 3 simple steps.
Listen to this article Table of Contents: What do we mean by the term ‘stress testing’? How does one stress test his personal finances? Types of Stress Tests in Finance 1. Make a checklist of your financial position in detail 2. Analyze questions pertaining to certain simulation scenarios 3. Look for the best answer possible […]
How to Identify and Avoid Tricky Financial Advisors?
It is a common thing to hear these days that when you are looking for a suitable investment plan to fit in to your financial plan, not every time can you expect the correct advice from the financial advisors. While discussing investment with an advisor, many times you might come across incorrect guidance. It is […]
5 Things to take care while choosing the right financial planner
What is the first image that comes to your mind when you think of a financial advisor? A stressed person completely occupied with his phone and PC, buying and selling orders, and trying to make as much money as possible for his present as well as potential clients. While this advisor imagination stated-above, may still […]
5 Extra things handled by Extraordinary Financial Advisors
Listen to this article Personal Finance = Personal + Finance After a meeting with my client yesterday, somewhere inside me I realized that being a financial advisor is a challenging job. And what makes it even tougher is not its finance related section, but the personal aspect. One can rarely separate the family from the […]
