Financial Planning
-
Understanding the Reasons of the Shift from Active to Passive Investing
A recent report released by the Investment Company Institute (ICI) stated that passive fund investments have crossed active fund investments and reached an $11 ... -
Things You Can Learn From 1099 Forms
Many individuals have more than one source of income. The money may not necessarily come from employment but other avenues such as interest on ... -
Everything You Need to Know About Tax-loss Harvesting
If you thought you could only gain from an increase in the value of your portfolio, you may not be entirely correct. While you ... -
Four Indicators for Tracking Your Financial Goals
Handling money is tough. You need to set a budget, prioritise spending, invest wisely, set financial goals, and periodically track them. While setting financial ... -
Year-End Financial Planning Tips to Save Tax
One of the most distinguished traits of a human being is the ability to plan. Planning helps you to have clarity in your life. ... -
Importance of Focus for A Successful Financial Life
Focus is elementary in all aspects of life. Whether it is education, relationships, work, or finances, being focused is necessary and irreplaceable for achieving ... -
Helping Aging Parents with their Money
Among several other responsibilities that you must fulfil for your parents, one of the most essential ones is to help them manage their money. ... -
Modern Aspects of Financial Planning in The New Digital Economy
In this digital age, economies all over the world are being digitally fueled. The new digital economy is a dynamic, global network system of ... -
Financial Planning Lessons from the 21st Century so Far
The 21st century has been quite an interesting time for people from all walks of life. Whether it is politics, entertainment, business, or finance, ... -
Everything You Need to Know About Investing in Opportunity Zones
The financial rulebook says that you should never depend on a single income, and that creating a second source by strategic investments is the ...
