Annual goal review and its importance

Doesn’t your doctor advise an annual medical check every year? Just to ensure things are fine, your heart still beats; and to rule out the onset of any dreaded disease.
That is exactly what an annual goal review covers in your financial plan.
Annual goal review is normally done once a year, where all the goals identified by the client and designed to accomplish by the financial planner, needs attention, and whether everything is on track for the BIG goals that are planned for.

Prepayment of home loan on which home? Self occupied or Let out

http://www.myiris.com/financial/storyShow.php?fileR=20120611130647715&dir=2012/06/11 Source: IRIS (11-JUN-12) If you are one of those ambitious people who have a loan on self occupied property and a let out property and decide to pre pay from your bonus amount, here`s what can help you decide which property to pre pay and why? Below is an illustration of the loan outstanding […]

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Why financial planning

Source: IRIS (23-APR-12) http://www.myiris.com/financial/storyShow.php?dir=2012/04/23/&fileR=20120423093014715 Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying a home or business, saving for college education for your children, taking a dream vacation, reducing taxes, and retiring comfortably. Financial planning is the process of wisely managing your finances so that […]

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