i wrote this article for some website / magazine..not sure which Reuters perhaps…. You have just crossed your 24th birthday when you’ve gained the education and/or skills you need for the career you’ve chosen, and you’re earning money and learning how to handle it. Ok, ok you are not in your twenties but are in […]

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When people talk to me about their finances they talk about ‘financial goals’. Sure, they are important but ‘earning more money’ cannot be a goal. ‘Being happy’ can be a goal. When I talk to people in the 55 to 72 years of age the most happiness that they have is when they travel with […]

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A good, sound and durable investment plan starts by determining your objectives while understanding your likes, dislikes, and any limitations or constraints that may exist. While most objectives could be long-term, a plan must be designed to sit / live through changing market conditions. It must be able to prepare for unseen / unpleasant events […]

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http://www.amazon.in/gp/bestsellers/books/1890196031/ref=zg_bs_nav_b_2_1318068031 In the amazon list of best sellers…our book ‘You Can Be Rich Too: Goal Based Investing’ makes it to the top list…      

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By the end of this week, you will be inundated with ‘resolutions’, ‘budgets’ etc. So obviously this is one more attempt. I know many young couples struggling to make a budget, then not liking what they are doing and soon abandoning it. Some others of course, have not even made a start and they keep […]

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I was NEVER in the ‘wealth management’ business in the 1990s. We were brokers and simply believed that for US to make money, clients had to make a lot of money, like our services, and refer more clients, so that we could make even more money. We did not ask clients for referrals, but would […]

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Here is a nice long PDF article on #YouCanberichtoo well the article is about #GOALBASEDINVESTING.IN  Read on… https://www.seic.com/Canada-Advisor/SEI-GoalsBasedInvesting-CA.pdf    

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