Financial Planning
10 min read
25 Jul 2022
Financial Planning for High-Net-Worth Individuals
Financial planning can be helpful in many ways. It can help you save more, invest smartly, and find ways to increase your income sources. It is an integral part of any individual’s life, irrespective of factors like income, age, profession, etc. Financial planning adds discipline to your routine. It gives your goals a direction and […]
9 min read
01 Jul 2022
Financial Planning for Entrepreneurs
The number of entrepreneurs in America has exponentially increased over the past few years. Committed to building enterprises from the ground up, these entrepreneurs are building the future of America. That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing […]
11 min read
20 Jun 2022
Financial Planning To Prepare For a New Child
Parenthood comes with mixed feelings. You can be excited about welcoming a new life but at the same time also worried about coping with their financial needs. With all the love, you are also going to take on new roles and responsibilities. So, when preparing for a child to enter your life, you not only […]
11 min read
31 May 2022
6 Tips to Avoid Financial Fraud and Guard Your Investments
Financial frauds are more common than you think. Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. However, the numbers tell a different story. According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 billion because of fraud, which […]
11 min read
23 May 2022
Financial Milestones to Aim for by Each Decade of Your Life
It can be overwhelming to compare your financial progress with others and be bound by a timeline. But it can also offer you a roadmap for the future and give you something to aspire for. Financial milestones are targets that you aim to achieve by a certain age or stage in your life. For instance, buying a […]
8 min read
09 May 2022
Financial Planning for Professional Athletes
It is a common misconception that wealthy individuals cannot possibly have any financial problems. But on the contrary, UHNIs, HNWIs, or wealthy individuals have to deal with several legal and financial complications due to their large net value and possibly multiple income sources. Celebrities, actors, politicians, musicians, and even athletes may be earning millions of […]
12 min read
16 Mar 2022
What Is the First Step in Financial Planning?
Financial planning is essential for achieving one’s financial goals. It is a step-by-step approach wherein you create a financial plan to control your income, expenses, and investments to better manage your finances. However, not everyone has a financial plan. According to reports, many workers live on the paycheck to paycheck model, and nearly half of […]
11 min read
07 Jan 2022
6 Financial New Year’s Resolutions for 2022
The New Year is finally here, and it brings with it the possibility of new beginnings. New Year resolutions are infamous all over the globe. People often resolve to build and follow certain habits, but, more often than not, fail to keep up. One of the main reasons for this is the lack of focus […]
13 min read
23 Nov 2021
End-of-the-Year Personal Finance Checklist for 2021
It is almost time to bid goodbye to 2021. The year has been a mix of challenges and opportunities. With the pandemic settling down and the stock market regaining its old charm, 2021 is ending on a good note. Even though the year brought respite for millions of Americans after the tumultuous 2020, the personal […]
7 min read
10 Sep 2021
Seven Financial Planning Tips for Medical Professionals
Doctors are one of the hardest working professionals in the world. Long hours, hectic schedules, emergency consultations, and surgeries sum up the life of a physician. Considering the extreme amount of time and dedication that doctors put in their work every day, they are naturally also among the highest-paid professionals in the workforce. This is […]
7 min read
09 Jul 2021
Six Tips to Help You Face Any Financial Crisis with a Robust Financial Plan
Financial planning is important for a number of reasons. It can help you achieve your long-term and short-term goals, help make your retirement financially secure, and reduce your tax liabilities. A robust financial plan can also help you with a money crisis. A money crisis or financial problem can strike anytime, completely unannounced, and disrupt […]
10 min read
02 Jun 2021
Financial Planning: Goal Planning and Asset Allocation
You cannot leave your financial health to chance. A financially secure life requires you to create a strategically optimised financial plan that aligns with your goals. Identifying your investment goal to create a sound financial plan helps you to reach your objective faster and in a more disciplined manner. Several studies have found how using […]
7 min read
23 Apr 2021
Reasons Why You Cannot Afford to Ignore Tax-Efficient Investing
Taxes have always been a sore component of any savings or investment plans. High taxes can erode your earnings, and lead to disappointments at the time of maturity. Tax also plays a crucial role in your decision to invest or save in a particular investment tool. In fact, taxes and earnings go hand in hand, […]
9 min read
07 Apr 2021
10 Strategies for Preserving Your Wealth
2008 brought to the world the worst financial disaster since the great depression of 1929. People lost their jobs, investments tanked, the value of real estate dropped, and financial anxiety was at its peak. The aftermath of the financial crisis of 2008 was equally alarming. There were approximately 8.8 million jobs lost in total with […]
9 min read
26 Mar 2021
How Impulse Spending Can Get Your Financial Planning off Track
Impulse spending is something that a lot of people struggle with. If you scan your home, you are bound to find many unnecessary items that you no longer use and had impulsively bought at some point in your life. As per a survey conducted by Slickdeals in April 2020, an average American spends approximately $182.98 […]
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.