Financial Planning
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How to know If Index Annuities are right for you
Index annuities are increasingly becoming a part of people’s financial portfolios. Its popularity has risen in the last few decades, as it protects investors ... -
How to Invest for Short-Term Goals within the Next 10 Years
One of the most important deciding factors behind any financial strategy is time. You may think that inflation, economies, and markets affect your financial ... -
10 Reasons Why Financial Planning Isn’t Just for the Wealthy
The title itself is quite self explanatory. The biggest misconception of all time is that financial planning is for the wealthy. The truth, however, ... -
Key Strategies for Investing During a Recession
Recession is defined as a prolonged period of decline in economic activity. Typically, if the economy suffers from two consecutive quarters of negative gross ... -
Here’s All You Need to Know about Net Unrealized Appreciation
When you think of retirement planning, you have a gamut of options to choose from. There are many employer-sponsored retirement plans, like the 401(K) ... -
Surprising Money Statistics That You Need to Know
People spend their entire lives in the constant endeavor of building wealth. Money drives the world. It is, thus, necessary to have a sound ... -
The Right Way to Start Investing with Little Money
Little drops of water make a mighty ocean. Recent statistics show that 30% of Americans older than 55 have no retirement savings and almost ... -
Are You Taking Note of These Frugal and Smart Money Habits of The Rich?
Business magnate and philanthropist, Warren Buffett once said, “Someone is sitting in the shade today because someone planted a tree a long time ago.” ... -
Different Age Groups, Different Investment Plans
At different stages of life, people have different goals, savings, investments, and expenses. They also have a different appetite for risk. Financial planning is ... -
The Dos and Don’ts of Financial Planning
Financial Planning is like laying out a road map for the future. It not only helps you plan your finances but also gives you ...
