Financial Planning

6 Investment Advice Tips for a Doctor

Doctors being high-income earners are the target of the financial service industry. They are sold ‘investment products’ with huge hidden…

May 17, 2019 5:07 am

5 Reasons Why A Good Financial Advisor Is A Great Investment

Conventional thinking is that only the rich can afford a financial advisor. After all, a financial advisor helps accelerate wealth…

December 2, 2018 12:24 am

12 Point Checklist To Change or Appoint An Investment Advisor

Choosing a right investment advisor could get stressful, more so if you already have an 'advisor' and you need to change…

November 3, 2018 3:39 am

What To Do When Markets Fall and Mutual Fund NAVs are Down

We are living in interesting times. I wrote last week about the recent mutual fund market correction. Turns out that…

October 26, 2018 1:56 am

When “FREE” Backfires! Busting TWO Common Myths on Mutual Fund Platforms

Let me come straight to the point. Investors of Mutual Fund are being increasingly misled on FREE offerings that leads…

August 12, 2018 5:01 am

7 Reasons Why Annuities Are Not Your Best Friend

It is often presented that for creating an income stream, annuities are a great option. They are supposed to work…

July 15, 2018 11:41 pm

Evaluating NPS as an Investment option

In this post, we will evaluate whether the National Pension Scheme (NPS) is a good investment option and if it…

June 3, 2018 12:44 pm

14 Ways To Make Money Even In Retirement Without A Job

Most people think that retirement is the end of the income stream. You hang your boots and count your days.…

May 20, 2018 2:41 am