The most important thing that businesses should do during the Tax Session 2021 is – DO NOT RUSH…..!!!!! Preparing for the upcoming tax session should be about efficiently managing the liability risks. Tax season is about to arrive and preparations should start for all businesses & corporates. Undoubtedly, the mostRead More →
Part Three: Legacy In my book: Retirement: Congratulations You Have been Promoted to CEO! The Habits of Highly Effective CEOs that are Necessary for Retiring Healthy, Wealthy and Fulfilled, ( https://www.retirement-ceo.com/ ) I go into detail on the pieces of an effective retirement plan that include Health, Wealth and Legacy. Read More →
In my book: Retirement: Congratulations You Have been Promoted to CEO! The Habits of Highly Effective CEOs that are Necessary for Retiring Healthy, Wealthy and Fulfilled, ( https://www.retirement-ceo.com/ ) I go into detail on the pieces of an effective retirement plan that include Health, Wealth and Legacy. In this secondRead More →
Part One: HealthIn my book: Retirement: Congratulations You Have been Promoted to CEO! The Habits of Highly Effective CEOs that are Necessary for Retiring Healthy, Wealthy and Fulfilled, ( https://www.retirement-ceo.com/ ) I go into detail on the pieces of an effective retirement plan that include Health, Wealth and Legacy. In this firstRead More →
Were you one of those fortunate enough to receive a large tax refund this year? Are you now wondering what to do with all that extra cash? It might be tempting to just go out and spend it all, but there are so many better ways to put that moneyRead More →
For many, 2020 has been hugely stressful, and the benefits of taking time off are often underestimated. When life gives us unexpected turns, one of the best things we can do is use the opportunity to take a step back and relax. Taking time off from our place of employmentRead More →
Most people aim to have a steady and peaceful post-retirement life. They spend their formative years trying to find ways to save up for their retirement. However, working hard is not the only prerequisite for a secure future. You also need a smart post-retirement strategy in place. Having a strategyRead More →
Safety delineates all aspects of life and hence, should be carefully reflected upon in your financial plans as well. Same is the case with the safety-first retirement planning. The approach is driven towards safeguarding your financial and economic life before considering post-retirement luxuries like travel, etc. In other words, itRead More →
Every employee has to retire one day or the other – it’s an undeniable truth of life. As retirement nears, you need to start considering various decisions such as the kind of monthly retirement budget you should maintain or the cash flow you could generate from existing assets. While planning for all this, one massively importantRead More →
Retirement planning is being widely discussed these days with people being more and more aware of the FIRE movement. FIRE is a movement that refers to ‘Financial Independence, Retire Early’. The idea found its value in the lives of youngsters who wanted to enjoy a relaxed retirement as soon asRead More →
Although retirement planning involves decisions that affect your future, it is an activity that forms a part of your present financial plans. People generally perceive retirement one-dimensionally and plan for a comfortable future by simply cutting down on their expenses and living frugally. While frugal living is an effective wayRead More →
What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is divided into three accounts, which are referred to as buckets. Retirement assets are allocated to each bucket in a predetermined proportion. The risk and returns associatedRead More →