by Vidya Kumar | Sep 16, 2021 | financial planning, Uncategorized
When COVID-19 hit and continued to prevail over time, Samaresh got a jolt. He is a senior management executive in his early 40s, working 16-18 hours a day and used to travel across the globe for work in the pre-pandemic era. He was devastated with the loss around and...
by Vidya Kumar | Apr 22, 2020 | financial planning, Vidya Kumar
Summary: A review of the financial plan is necessary to be financially on track. Changes such as inheritance, loss of job, marriage, the birth of a child, retirement, lifestyle modifications will affect your financial health. Revisit your financial plan in case of...
by Vidya Kumar | Oct 16, 2019 | financial planning, Vidya Kumar
Executive Summary: As Diwali approaches, we get busy in cleaning up the house, purchasing new things and festivities. Do take some time to organize your financial life too. Get rid of unwanted bank accounts, credit cards and insurance policies. Reduce debt,...
by Vidya Kumar | Jun 6, 2018 | Financial Literacy, financial planning, Vidya Kumar
Executive Summary: We tend to overestimate our capacity and benefits of our tasks and underestimate costs, efforts and time to do those tasks. This is called planning fallacy and it can affect our financial plan. We can avoid planning fallacy by setting realistic...
by Vidya Kumar | Jan 3, 2018 | financial planning, Vidya Kumar
Executive Summary: We have provided a checklist of items to do each month of the year. It can be used to streamline your financial life and help you achieve your financial goals. The checklist includes creating a budget, managing changes in income, reviewing...
by Vidya Kumar | Apr 28, 2017 | Ayush Bhargava, Bonus, financial planning
Ayush Bhargava EXECUTIVE SUMMARY: Who doesn’t love extra money aka “Bonus” and when it regularly comes once in a year then one should always plan for its better use. From filling in for emergency funds to paying off debt, buying...
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