Financial Planning
4 min read
23 Mar 2020
How to get rid of Money Anxiety?
Is money anxiety even a thing? Yes, it is! Money anxiety is something we all have dealt with or are likely to deal with at some point in our life. Sometimes, you may not even know that you are money anxious unless you take note of it. But the good part here is that money […]
5 min read
23 Mar 2020
Important Characteristics of the Best Financial Advisors
As earning members of society, most people have certain financial aspirations that are linked to their personal goals. To achieve such goals, you must learn to manage your income and wealth efficiently so that it grows with time. In the initial phase of your professional life, it is easy for you to manage your taxes […]
5 min read
18 Mar 2020
Important Aspects of Personal Finance in A Changing Economy
Living standards have gone up, the meaning of homes has changed to multi-storeyed castles, there is no cap on high paying jobs, and so much more to sit and think of. There is almost nothing tangible in this world that cannot be bought with money. Yet, in this changing economy, the level of satisfaction and […]
13 min read
16 Mar 2020
Understanding the Reasons of the Shift from Active to Passive Investing
A recent report released by the Investment Company Institute (ICI) stated that passive fund investments have crossed active fund investments and reached an $11 trillion benchmark in 2020. A significant shift in investment styles can be seen across the world. Investors are slowly moving major portions of their investments from active to passive funds and […]
5 min read
15 Mar 2020
Things You Can Learn From 1099 Forms
Many individuals have more than one source of income. The money may not necessarily come from employment but other avenues such as interest on deposits, dividends, capital gains, retirement plan distributions, freelance projects, and more. When accounting for taxes, all these sources of income need to be assessed too. Your tax liability will be determined […]
5 min read
11 Mar 2020
Everything You Need to Know About Tax-loss Harvesting
If you thought you could only gain from an increase in the value of your portfolio, you may not be entirely correct. While you indeed gain when the value of the assets in your portfolio increases, you can also substantially benefit when the value of some assets decreases. This is possible by a mechanism called […]
5 min read
09 Mar 2020
Four Indicators for Tracking Your Financial Goals
Handling money is tough. You need to set a budget, prioritise spending, invest wisely, set financial goals, and periodically track them. While setting financial goals might appear easy, it is very important to track these targets to ascertain how fruitful your fiscal strategies have been and if any changes are needed. Financial goals are unique […]
5 min read
04 Mar 2020
Year-End Financial Planning Tips to Save Tax
One of the most distinguished traits of a human being is the ability to plan. Planning helps you to have clarity in your life. It gives you direction and provides meaning to your thoughts. Whether it is a holiday, buying a new car, or preparing for retirement, proper planning can help you reach your long-term […]
4 min read
02 Mar 2020
Importance of Focus for A Successful Financial Life
Focus is elementary in all aspects of life. Whether it is education, relationships, work, or finances, being focused is necessary and irreplaceable for achieving the desired results. It is no secret that motivated and purposeful investors are more likely to attain financial freedom in life. However, people tend to sometimes deviate from the right financial […]
5 min read
28 Feb 2020
Helping Aging Parents with their Money
Among several other responsibilities that you must fulfil for your parents, one of the most essential ones is to help them manage their money. Not because they are not wise enough to make their own decisions, but because they might need help adjusting to the changing financial planning scenario. Unlike the former years when your […]
4 min read
25 Feb 2020
Modern Aspects of Financial Planning in The New Digital Economy
In this digital age, economies all over the world are being digitally fueled. The new digital economy is a dynamic, global network system of economic activities, commercial dealings and digitally-improved interactions. With the advent of big data, artificial intelligence (AI), automated computing, robotic automation and more, economies are not only smart but also agile and […]
6 min read
14 Feb 2020
Financial Planning Lessons from the 21st Century so Far
The 21st century has been quite an interesting time for people from all walks of life. Whether it is politics, entertainment, business, or finance, the world has seen many surprises, advancements as well as downfalls. The finance industry, in particular, has seen several economic downturns and crashes and has also successfully recovered from them. The […]
5 min read
13 Feb 2020
Everything You Need to Know About Investing in Opportunity Zones
The financial rulebook says that you should never depend on a single income, and that creating a second source by strategic investments is the answer to a secure life. But if investing was that easy, everyone would be a stock trader. Market volatility, risk tolerance, allocation of units, and finding the right time period to […]
4 min read
12 Feb 2020
Common Financial Planning Mistakes and How to Fix Them
The first step towards achieving financial security in life is to make and follow a sound financial plan. Financial planning is critical towards amassing enough wealth to lead a comfortable life. However, even with a good plan in place, there are many pitfalls that need to be avoided at all times. Unnecessary mistakes in financial […]
6 min read
10 Feb 2020
Impact of Your Risk Profile on Investments
A lot of factors mark their active presence in decision making while investing. For example, the return profile of the target investment, past trends, dividend pay-out, market rapport, etc, all play an important role in investing. While most of these factors are related to investment instruments, the one major factor that depends on the investor’s […]
Find & Compare Top Financial
Advisors in your area
Get Started
Popular Posts
Categories
- Business Finance (2)
- Education Planning (31)
- Estate Planning (31)
- Financial Advisor (1)
- Financial Advisor Guide (55)
- Financial Planning (138)
- Investment Management (99)
- Personal Finance (15)
- Portfolio Management (1)
- Retirement (28)
- Retirement Healthcare (1)
- Retirement Planning (111)
- Retirement Plans (1)
- Uncategorized (2)
Subscribe to our
newsletter & get helpful
financial tips.
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.