Truemind Capital

SEPTEMBER 8, 2024

Consider investing in safe, ultra-short-term liquid funds, currently yielding ~7.5%, offering a better alternative to bank savings accounts. #2 2 Adequate Life and Health Insurance Coverage Ensure you have sufficient health insurance—at least Rs 20 lakhs for a family of four in a metro city.

Insurance Coverage 64

Insurance Coverage Insurance Planning Banking 64

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

Financial Planning 40

Financial Planning Planning Financial Advisor Medical 40

Harness Wealth

DECEMBER 19, 2022

Gone are the days of only keeping your money in traditional banking, savings, and brokerage accounts — with compensation in the form of equity and digital assets such as crypto, it can be hard to keep track of all of your disparate accounts, assets, and investments. Develop a relationship with a trusted tax professional .

Taxes 52

Taxes Assets Insurance Coverage Financial Planning 52

Truemind Capital

FEBRUARY 2, 2021

Towards the end of the year when employees are scurrying to provide investment proofs, they are caught unaware in the nets of unscrupulous agents who could be a relative, a friend, or a bank relationship manager. lakhs per financial year (1 Apr – 31 Mar) from your income if you invest in products that qualify for investments u/s 80C.

Taxes 52

Taxes Planning Insurance Coverage Insurance 52

Clever Girl Finance

DECEMBER 13, 2023

No matter your lifestyle and no matter how many paychecks you bring home, you can find a way to live a happy, fulfilling life—without breaking the bank. But you’ll be happy if you have the right coverage in place in the event of an emergency! Start by setting clear financial goals, and then make a plan for how to achieve them.

Budgeting 98

Budgeting Planning Financial Planning Accounting 98

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Clever Girl Finance

APRIL 29, 2024

For example, do you rent an apartment but don’t have renters insurance? Do you need to increase your health insurance or auto insurance coverage? Having these things in place will literally save you when life happens and help you maintain your financial plan.

Budgeting 105

Budgeting Planning Accounting Investments 105

Gen Y Planning

JANUARY 5, 2022

Set up recurring payments for your mortgage/rent, insurance, utilities, etc., Depending on the bill, you might decide to set up automatic drafts from your bank account or a credit card. Review Your Insurance Coverage . The new year is an excellent time to take a look at your insurance coverage.

Insurance Coverage 52

Insurance Coverage Insurance Accounting Taxes 52

Clever Girl Finance

APRIL 19, 2023

Regardless, these tips can help you live a happy, fulfilling life without breaking the bank. 7 Key planning steps when living on one income If you're living off one income, you know how challenging it can be to make ends meet. You can also use free online resources like budgeting and financial planning.

Budgeting 59

Budgeting Planning Certification Communication 59

Clever Girl Finance

APRIL 19, 2023

Regardless, these tips can help you live a happy, fulfilling life without breaking the bank. 7 Key planning steps when living on one income If you're living off one income, you know how challenging it can be to make ends meet. You can also use free online resources like budgeting and financial planning.

Budgeting 52

Budgeting Planning Certification Communication 52

WiserAdvisor

JANUARY 10, 2023

This article discusses 6 New Year financial resolutions that you can consider adopting to help you build a safer and more secure financial strategy for 2023. This is financial planning 101. Store your money in a bank account or liquid mutual funds that can be easily redeemed in case of an emergency.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40

Gen Y Planning

JULY 1, 2023

Automate Savings : Most banks and financial institutions will allow account holders to create automatic transfers between accounts. Review Insurance Coverage One of the most effective ways to financially prepare for the unexpected is to incorporate the right insurance coverage into your financial plan.

Financial Planning 52

Financial Planning Budgeting Insurance Coverage Insurance 52

Zoe Financial

DECEMBER 23, 2022

With the ups and downs in the property markets these days, the coverage on primary and vacation homes and rental properties may have changed significantly since the last time you updated your insurance coverage. ” Another key insurance coverage every wealthy investor has is umbrella insurance.

Insurance Coverage 52

Insurance Coverage Taxes Insurance Financial Advisor 52

Clever Girl Finance

OCTOBER 13, 2022

Instead, plan to keep your emergency savings in an easy-to-access bank account. For example, you can use a savings account at the same bank as your checking account. Most banks let you move money between accounts instantly. Property insurance. Life insurance. Disability income insurance.

Medical 108

Medical Insurance Estate Planning Accounting 108

Clever Girl Finance

DECEMBER 16, 2022

Here’s how to determine where you are, financially. List out all of your financial assets and their current value. This includes bank accounts , investments, and real estate property. Planning is a matter of determining the steps necessary for getting from where you're at to where you really want to be. A savings plan.

Budgeting 59

Budgeting Insurance Coverage Planning Accounting 59

Fortune Financial

FEBRUARY 28, 2023

You can roll over HSA funds from year to year The IRS lets you roll over HSA funds every 12 months and keep the tax-free status if you discover an HSA plan with better fees or investment options. After requesting a rollover, your current HSA provider will send the money via bank transfer or mailed check.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Yardley Wealth Management

JANUARY 18, 2022

Various trusts can also be combined with targeted insurance coverage, to help fund critical financial gaps. Life insurance may be an affordable way to resolve the challenge. In other words, it’s time to organize the important loose ends—and keep them organized over time. How Do You Get It Together?

Estate Planning 52

Estate Planning Planning Assets Retirement Planning 52

Yardley Wealth Management

JANUARY 18, 2022

Various trusts can also be combined with targeted insurance coverage, to help fund critical financial gaps. Life insurance may be an affordable way to resolve the challenge. . List your financial assets in detail (investment and bank accounts, retirement plans, etc.). How Do You Get It Together?

Estate Planning 52

Estate Planning Planning Assets Retirement Planning 52

Good Financial Cents

OCTOBER 24, 2022

Fabric by Gerber Life is an excellent choice for the following applicants: looking for term life insurance rather than a whole life insurance policy. require a life insurance policy in a hurry. prefer life insurance without the need for a medical exam. could benefit from a comprehensive financial plan.

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Insurance Medical License Insurance Coverage 52