There is never a happier moment than when a young earner gets in touch looking for a financial planner/advisor. The idea that someone wants to get the direction and actions right from the beginning is very encouraging for a practitioner. Now, this person here has recently got into a job. She has tried her hands […]
Big Questions – Online Goal Calculator – Let Numbers Speak
Online Goal Calculator, again? Don’t we have enough already! What’s different? Questions, Questions and Questions! And that’s what the difference is about Big Questions – Unovest’s goal calculator. Well, for starters, this is 2021 edition. Read on. Am I on track for my retirement? When can I call it quits and start doing what I […]
Retirement Planning – Who cares?
We are living in an age where very few of us want to think about retirement leave alone retirement planning. This is an age where jobs are not fixed or assured and you are likely to change jobs multiple times. In fact sometimes we change careers wholesale. I know of a software engineer who now runs an adventure travel […]
5 financial must-dos for married couples
What do married couples do when it comes to their finances? I recently asked a female member of a team I am working with, “So, how do you make your investment decisions?” “Oh, that is taken care of by my husband” was her very prompt answer. Well, I wasn’t surprised! When I look around at my friends, family, […]