financial advice

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Financial advisor or no financial advisor: How does it make…

Many fail to appreciate the role of a financial advisor in their financial planning journey. They don’t realise that a financial advisor can help them achieve their financial goals in a systematic manner that’s best suited to their risk appetite and market conditions. In this article, you will realise the opportunity cost between making investments with the help of a financial advisor and doing it on your own. You will also understand the scenarios in which you should seek financial advice and the questions you should ask a financial advisor before deciding whether to seek help from them.

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6 Effective formulas to help you with wealth creation

It can seem daunting to start your wealth creation journey. However, there are myriad formulas that can help you through the process. No one formula can do the trick, but a unique blend based on your objectives and profile can help you structure your approach. This article summarises some of the effective formulas that can take you closer to your goals.

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50 Books that will help you take control of your finances

If you’re planning to take control of your finances, you must read these 50 books.

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Worried about your financial goals due to the pandemic? Here…

The COVID-19 pandemic has seen the economy descend into a downward spiral. Amidst the scramble, millennials were amongst the first to be hit by job losses, pay cuts and halted business operations. This piece explores how millennials can come out of this spiral in a structured and disciplined manner; by building a comprehensive financial plan to meet their financial goals and be prepared for future exigencies.

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2021 and financial planning: Lessons to adopt, mistakes to l…

The combination of key financial lessons from the pandemic year and mistakes to leave behind will offer you lasting value for a financially safe and secure 2021.

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Why it’s important to question your financial assumptions?

There are some investment rules that guide us while planning our personal finances. But many of these rules are based on certain financial assumptions. Depending on your current finances, lifestyle, and circumstances, you may need to challenge these financial assumptions to figure out what works best for your situation. In this article, we shall guide you on how to challenge your financial assumptions related to the crucial decisions of budgeting, insurance, investments, and estate planning.

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Ultimate 100-point checklist to save money before 2020 ends

With some discipline and a few creative strategies, you can slash your monthly expenses and significantly boost your savings.

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Factors that influence the stock market

The share price changes all the time, and there are a few typical factors that affect these movements.

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How to prepare yourself financially during a pandemic

The novel coronavirus is now a global concern. Here are some things to follow to be financially prepared in these trying times.

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Ever heard of loans that help you save money?

The pressure of having to repay a loan, with or without EMIs, can be immense. But did you know that some loans can help you pay off other loans and save money in the process?

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  • Views : 6172