There are some unintended tax implications that are hurting investors. Especially those investors who have invested in Mutual funds. Let me enumerate them: If a couple -say a Husband and Wife are holding the units jointly in a Mutual fund, and on the death of say the second holder, the surviving spouse wants to make […]
When we trade and invest in Equities (and / or Mutual funds) a market which has many ups and downs is very useful. If you have an Equity portfolio and wish to build it over a period of say 30-40 years, you will end up buying shares on a regular basis. Let us say you […]
When you take a loan, it is an act of tremendous responsibility. As a generation, people do not mind taking loans for various things – from vacations, to meet personal emergencies, marriage, to meet uninsured medical expenses, etc. This is apart from the traditional loans like a car loan, educational loan, Home loans, and mortgages. […]
A death file (DF) is a tool to help you organize and keep all of your most important financial files, data, and documents in one place. It could be a physical file, a pen-drive, a BOX, or be in any combination of the above. These include financial documents, details of your investments, passwords, estate planning […]
If you do not know what you will do when you retire, please find what to do. Retiring without knowing what to do can dull your brain. Women do various activities – the head of Gynaec in a leading hospital is also a runner, a great cook, and keeps studying something or the other. If […]
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