Goal Based Investing

So far I have been giving financial advice for the singular goal of early retirement. But many of you probably have multiple goals. May be you want to buy a house, save up for kids education or planning an international vacation in a couple of years. Whatever might be your goal, you need to have a financial plan. Each goal needs to have a different corpus, asset allocation and redemption plan. If you rather watch a video on the same topic, check out the YouTube video at the end of the post. Start with the goals If you want to … Continue reading “Goal Based Investing”

How to Choose a Financial Planner

If planning your finances in minute detail and researching investments that fit your goals and risk appetite is not your cup of tea, then it is better to hire a financial planner who will do the work for you. But how does one find a good adviser? What attributes make up a good financial planner? Here are some tips to help you get started.   Finding a Financial Planner The best way to find a planner is referrals from friends, colleagues or family. The financial planner should have been handling their finances, and they should be happy and satisfied with … Continue reading “How to Choose a Financial Planner”