Dear All , Where Are You on Your Retirement Journey?( For Age 45 to 60 ) Retirement planning is not simply about building a large corpus. It is about creating financial confidence for the life you want to Read More …
Ready for Retirement?
Category: Investment planning
Does Your Money Reflect Your Values?
Hello everyone. Today, I want to share one simple but powerful thought. Most people already know what they want in life. -They want to take care of their family. -They want to educate their children. -They want to travel. -They Read More …
Financial Literacy: The Life Skill We Were Never Taught
Dear All , We spend years learning mathematics, science, engineering, medicine, literature, and languages. These subjects help us build a career. But there is one life skill that determines whether we enjoy financial peace or live with constant money stress Read More …
The Timeless Principles of Real Wealth Creation
Dear Real Wealth Seekers, Creating wealth is one side of the coin; aligning the use of that wealth with your values is the other. Over the last 25 years of my financial planning practice, I have learned a few timeless Read More …
Why Staying Invested Matters!
Why Staying Invested Matters! The mentioned quote by Brian Portnoy reminds us that investment decisions driven by emotion rather than logic can often do more harm than good. When we constantly switch or “churn” our investments because of market noise Read More …
How clear financial goals help you stay away from anxiety, fear and jealousy?
How clear financial goals help you stay away from anxiety, fear and jealousy? Staying in a large apartment complex, in the IT hub of India, Bangalore and being a finance professional, I meet many people from across the country. During Read More …
Retirement Income Planning
Retirement Income Planning Most important: Two things Duration & Direction Duration- Retirement income should take care of a person life long. Direction – Our income should continuously rise throughout our lives. True safety is in preservation of purchasing power. Don’t Read More …
Don’t focus on the Best Investment, just become the best Investor
Don’t focus on the Best Investment, just become the best Investor – Most investors don’t understand that. There’s a difference between investment returns and investor returns. Imagine you are reading the newspaper and there’s an ad for a mutual fund. Read More …
Inner Resources + Outward Resources = Money Decisions
What are our Inner resources? Our Skills, Positivity, Honesty, Discipline, Persistence, Good health habits, Care & Dedication… Most important amongst all resources is SACRIFICE (of one’s time & energy) for loved ones Ability to earn income Capacity to save (saying Read More …
Focus on the huge Real Risk
Safe investments are suicide in the rising-cost world. Investing for capital preservation alone is an ultimate carelessness. Ask yourself three questions ? 1) Are your investments generating adequate returns for you? 2) Are your investments getting closer to your lifetime Read More …
We Listen: Discovery Stage
We Plan: Enriching Lives
We Built: Wealth Creation