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How can we trace a deceased person’s assets or investments?

According to a media report, over Rs 82,000 crore of investor wealth is not claimed in misplaced and discontinued investments. There are unclaimed deposits in inactive bank accounts, terminal proceeds of policies in insurance firms, and even people’s retirement funds lying dormant in PF (Provident Fund) accounts. Some individuals are incredibly organized when it comes to their investments …

How should we allocate our assets for short term and long term goals?

Asset allocation is the distribution of various types of assets throughout an investing portfolio. Equities, fixed-income instruments, and cash are the typical asset classes. Other asset types include derivatives, real estate, gold, cryptocurrency, and so on. However, these asset classes are usually referred to as alternative investment instruments. The first step in creating an investing portfolio is …

One page Financial Plan – Book review

This book, ‘The One-Page Financial Plan,’ explains why money is important to you and provides you with all the ideas and tactics you need to achieve your financial goals. Carl Richards is a Certified Financial Planner known best for his New York Times weekly “Sketch Guy” column, which uses doodle-like images to explain complicated financial …