There are many ways to achieve a prosperous year. A tax-advantaged investment account may be a better investment for you. You can pay off high-interest debt, build an emergency fund, and save for a specific purpose. Even in just five minutes or less, you can cross a few things off your financial checklist. If you want to build wealth, you …

We evolve through various stages in our lives.  As children, we rely on others to feed, care for, and provide us with the necessities of life.  We learn to support ourselves and often others as we grow and learn.  Most people build their overall wealth through the growth of their income, investment portfolios, real estate, or inheritance.  The accumulation years …

Many business owners and wealth holders wonder – “Do I really need a financial plan?” Some feel that saving regularly in recurring deposits or Systematic Investment Plans (SIPs) in investment accounts is financial planning.  However, allocating savings and investing in an ad hoc manner is not enough to achieve your life goals.  In order to become financially sustainable for the …