Tag: financial planning

How Effective is The ‘100 Minus Age’ Rule for Asset Allocation?

Financial planning revolves around figuring out the appropriate mix for asset allocation. Various factors affect the amount of weightage given to different asset classes like...

What Clients Want Most from a Financial Advisor

Each client has a different expectation from their financial advisor based on their financial goals and investment horizon. Many clients lack clarity in terms of...

Who is a Certified Financial Fiduciary (CFF) & What Can They Do?

There are a range of professionals in the world of finance. From advisors to tax professionals, from brokers to planners- some specialists can take care...

A Guide to Retiring with $500k

Most people dream of a comfortable retirement. One might want to travel or fund their education or simply relax without having to constantly worry about...

How to Find The Best Financial Advisors for High-Net-Worth Clients

Financial advisors assist investors in managing finances and achieving their financial objectives. From investment management to budgeting advice to estate preparation, an advisor can help...

How to Plan Your Taxes if You’re a High-Net-Worth-Individual

The broad scope of tax legislation that has become law over the past several years has prompted many higher-income taxpayers to take a closer look...

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