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Posts Categorized: Financial Planning

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SAVINGS ACCOUNTS AND WHY THEY ARE IMPORTANT

Financial Planning

Savings Accounts and Why they are Important

In the last couple of decades savings accounts have lost its appeal due to the minimal interest rate they are offering. Although that might not be changing drastically any time soon due to the low interest rate environment dictated by…

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FINANCIAL PLANNING MODELS

Financial Planning

Financial Planning Models

When doing financial planning for a client or for yourself, one can use different financial planning models in order to frame ideas, goals, and resources to create the plan. The models I use are acting as complements to each other…

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LIFE INSURANCE DEEP DIVE PART III – PROCESS

Financial Planning

Life Insurance Deep Dive Part III – Process

After we discussed the different insurance products and their uses it is time to look into the process you should be aware of once you decide you would like to purchase a life insurance for yourself. Usually, a traditional insurer…

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LIFE INSURANCE DEEP DIVE PART II – PRODUCTS

Financial Planning

Life Insurance Deep Dive Part II – Products

In the last post we discussed some of the attributes of life insurance, its uses and how to decide how much death benefit to buy. We also elaborated on how to choose the right company and shared some resources for…

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LIFE INSURANCE DEEP DIVE PART I

Financial Planning

Life Insurance Deep Dive Part I

In my post How to plan for the unknown I started discussing some of the incentives and benefits of owning a life insurance and we saw that some people might need one to achieve peace of mind or other family…

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HOW TO PLAN FOR THE UNKNOWN – INTRO TO LIFE INSURANCE

Financial Planning

How to plan for the unknown – Intro to Life Insurance

In my first post about financial planning I have discussed some of the benefits and framework I would use to help people plan for their financial needs. I have also listed several common goals which I will be delving into…

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FINANCIAL PLANNING AN INTRODUCTION

Financial Planning

Financial Planning an Introduction

Financial planning is one of the things every person will sooner or later encounter in his life. Naturally there are many people that ignore the importance of it and never do the effort to plan for their finances but I…

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