by Vidya Kumar | Dec 10, 2013 | financial planning
Before you sign up your Financial Planner, check his expertise, certifications, testimonials and cost structure. Get clarity on fees and payment terms. Ensure all discussions are well documented. Once you get started, ensure you give quality time for assessment....
by Vidya Kumar | Dec 9, 2013 | Investment, Vidya Kumar
Retail Inflation Indexed Bonds aim at giving you higher returns than the CPI around that time which is a good way to safeguard savings against inflation. RBI is launching them in mid-December. If you have surplus money, you can think of investing in these bonds...
by Vidya Kumar | Dec 6, 2013 | Retirement
First review your overall finances. See if you have enough liquidity and adequate health cover. Check for any financial goals that may be still left. See if you would like to make an estate plan, invest in yourself or contribute to a social cause. If you still have...
by Vidya Kumar | Dec 6, 2013 | insurance
Financial Risks need to be managed and you can have different approaches in managing these. As a preferred approach, understand your Risk tolerance and then prioritize your overall insurance starting with Health Insurance then life insurance and then others. Try to...
by Vidya Kumar | Dec 6, 2013 | Book Review, Smitha Hari
George Kinder’s ‘The Seven Stages of Money Maturity’ deals with money, your relationship with money and how spiritual and psychological aspects affect this relationship. In his journey, he deals with seven stages of money maturity and how one evolves...
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