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Tag Archives: Financial Planning

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Ten Commandents of a Financial Plan
  • August 10 2011
  • Jitendra Solanki

Ten Commandents of a Financial Plan

The life of common man revolves around some financial goals which he/she wants to achieve. Buying a house, Comfortable retirement, children future planning and their marriage are those primary goals which all people would like to see through. However, the limited resources that one has does not allow allocating money towards all of these, which […]

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Help your parents – It will help you
  • July 21 2011

Help your parents – It will help you

You love to see your children growing. You want to give them the best in this world, you want to accomplish your dreams through them….that’s why you are more concerned about your investments related to children and pay very less attention to your own retirement savings. Right? That’s what your parents did when you were […]

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Special Children- How to Create a Financial Plan?
  • July 2 2011
  • Jitendra Solanki

Special Children- How to Create a Financial Plan?

My spouse, an occupational therapist, works with an NGO which runs a school for children with disabilities. She very often narrates stories of parents of these children who come to them not only to seek guidance for their child’s needs but also on financial matters. Reason, they are not able to prioritize their goals, while […]

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Paradigm Shift-Think Goals, Not products
  • June 28 2011

Paradigm Shift-Think Goals, Not products

The most common way of investing is to look out for new products in the market and buy what everyone else is buying. When there is a new product which is heavily advertised or aggressively pushed by intermediaries, people get curious about it. If their friends are investing in it, they want to do the […]

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Involve your Spouse in Financial Planning
  • June 20 2011

Involve your Spouse in Financial Planning

I had fixed up a Friday evening appointment with the Nair’s family at their residence, for providing a brief introduction and presentation on Financial Planning. Mr. Nair kept his word of arriving home early as he smilingly opened the door and let me in. After the initial introduction Mr. Nair gestured at me to go […]

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