Tag: Refrain

3

Retirement scares….

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I have been speaking to people who are about to retire or recently retired…and this is a kind of trend that I am seeing: a. They have NO clue about how much they will require for a comfortable life ahead. b. For many of them they say TAX is a big worry. c. Not enough […]

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3

Financial Planning: Theory vs. Practical

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Last week I happened to meet a lady who is an IFA. She has been selling LIC policies for the past 10 years and has also added mutual funds, government schemes, general insurance, to her portfolio. She lives in a society that has about 130 houses and many of them are her customers. She does […]

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