FinAtoZ Blog

Entries for tag "personalized financial plan"

Advantages of working with a Financial Advisor

Advantages of working with a Financial Advisor

Benefits of taking a professional help far outweighs the charges you pay. Using the services of an financial advisor is a smart move as they have a broader and deeper knowledge of money management than most of us. The four key benefits of working with a professional are: You save money, Gives Clarity about your Financial Journey, Gives more bang for your buck, Reduces overall risk in the portfolio.To know about the benefits in detail, read this blog.

Continue reading »

How to reduce the impact of Long Term Captial Gains Tax?

Reduce the impact of long term capital gains tax

What can you do to minimize the impact of 10% tax on your Long term capital gains (LTCG)? Though this is a new reality now for most of the long term investors, but being more aware of the possible options can help us reduce the impact. It just requires one to do few things on a periodic basis. 

Continue reading »

How to create your personalized financial plan?

Personalized Financial Plan

             Financial Planning once upon a time was considered a prerogative of the rich and the elite, but in today’s time it has become more of a necessity for most of us. Consider this, while most of us can figure out how much we can save (based on our monthly expenses and income), it is difficult is to figure out whether that is enough for all our future financial goals. These …

Continue reading »