Converting our financial goals to a financial plan | Financial Planning Series This is the last step in whole Financial Planning Process. Once we have identified our Current financial Status, Financial Goals and Investment Options, the next steps is to put everything together in a Financial Plan. Financial Plan is typically divided into four categories: 1. Contingency Fund – Your emergency Fund 2. Insurance Needs 3. Short Term Goals Plan 4. Medium and Long Term Goals Plan We have discussed each category in detail in the video with the example of two investor – Parul and Puneet. Find us on [More]
Think of financial planning like a roadmap — a guide that helps you meet financial goals and celebrate life’s milestones (like getting married or sending your kids to college) all with a sense of security. Whether you’re buying your first home or planning for retirement, here’s what a financial plan can do for you. http://bit.ly/2fdZexU Visit Northwestern Mutual: https://www.northwesternmutual.com/ Like us on Facebook: https://www.facebook.com/northwesternmutual Follow us on Twitter: https://twitter.com/NM_News Follow us on Instagram: http://instagram.com/northwesternmutual Subscribe on YouTube: https://www.youtube.com/northwesternmutual
अपने वित्तिए लक्ष्य को कैसे जाने? Financial goals are goals you set that revolve around finances or money. Financial goals are targets, usually driven by specific future financial needs. Some financial goals you might set as an individual include saving for a comfortable retirement, saving to send your children to college, or managing your finances to enable a home purchase. Set goals that are specific and measurable. Instead of saying you want to have enough money to retire comfortably, think about how much money you’ll need and when. Maybe your specific goal will be to save ₹4 Cr by the [More]
Wealth Plan TV wealthplan.tv Dale Brilley speaks on financial planning and finance education and the positive effect of defined goals on wealth creation. Kerry discusses with Dale the influence that having defined financial goals has the eventual outcome of wealth creation. Dale delves into the poor outcomes for people who do not have finance goals. Sometimes as Dale informs Kerry, people need to be flexible and adopt goals presented to them in financial planning appointments rather than making them your own. If you desire financial wealth visit the website www.wealthpaln.tv and take up the 100 Goal challenge to achieve financial [More]