Wishing you and your family a very happy new year! As we all celebrate to welcome the new year, let us focus on our well being. The year 2020 has taught us lessons of a lifetime. The importance of emotional health. When can we have good emotional health? Only when our family is healthy and […]
Happy new year 2021! Read More »
Last week, I was pleasantly surprised to get a call from a corporate entity. The request from the caller was to conduct a financial planning session for their employees who are nearing retirement. The parameters given to me was that their employees (between 10 and 15) were retiring in the near future and would be
Presentation for employees of a company nearing their retirement Read More »
There was a write-up by the editor cum owner of a very popular website on Mutual funds. The writer has claimed that a retiree could invest his/her retirement corpus into balanced/Hybrid funds and withdraw 4% every year. The link to the write-up is here. This got me thinking to check out the validity of this
Can I invest retirement corpus into an Aggressive Hybrid fund and do a 4% withdrawal? Read More »
Since you have asked this question, I assume you do not have a pension. You will be receiving your PF, Gratuity etc. from your company and you have some amount of savings for your retirement. For retirement planning, there are several factors which you may need to consider. What will be the post retirement monthly
