Asking question is never a bad thing. In fact, only fertile minds are inquisitive. I wrote about 7 basic checks for hiring financial planner 3 days ago. Now, we move ahead with the familiarity part. Lets ask some open-ended questions before hiring financial planner. After you have checked these outer most tough features, its timeRead More
financial planner
7 Checks 6 Questions- Before Hiring Financial Planner Part 1
You are about to hire a Financial Planner, and this will be a very crucial financial decision. Are you prepared? Probably NOT, because most of us just talk without a checklist or a format to the financial planner. The aim is to see if comfort is there or not. Then based on “comfort” you goRead More
Tips For Working With Financial Planner
This article is about tip & tricks for Working with Financial Planner. This will help you get best out of your financial planning relationship. Read More
10 More Reasons Why People Still Say No to Financial Planning
Why plan when none of my investment has gone wrong until today? By God grace, none of my work has stopped so why pay for financial planning? We as Financial Planners also hear similar tunes when we speak about Financial Planning concept. And my inference is that people do not appreciate any kind of PLANNINGRead More
All Questions Answered on Retirement Planning – Part 2
This is the second part, where all your questions on Retirement Planning are being answered, we plan to dig deep in terms of planning the retirement. There are questions like what’s the correct age to retire, what time plan should be implemented, who can assist me in planning etc… here we start one by one:Read More
Type of Financial Planner – As Per Regulators Eye
You might ask, why I am endeavoring to differentiate between Financial Planners. This is because the type of Financial Planner you engage, has a direct bearing on SCOPE OF ADVICE you are bound to receive. Every day we hear about mis-selling happening at all levels, be it a bank or an individual advisor. How canRead More