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Plan My Finance

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    • Aggressive Millennial Investor (25-35 Years)
    • Moderate Millennial Investor (25 Years – 35 Years)
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    • Aggressive Wealth Builders (35-45 Years)
    • Moderate Wealth Builders (35- 45 Years)
    • Conservative Wealth Builders (35 – 45 Years)
    • Aggressive Peak Earners (45-55 Years)
    • Moderate Peak Earners (45-55 Years)
    • Conservative Peak Earners (45-55 Years)
    • Aggressive Retirees (55-65 Years)
    • Moderate Retirees (55-65 Years)
    • Conservative Retirees (55-65 Years)
  • Calculators
    • EMI Calculator
    • PPF Calculator
    • SIP Calculator
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Day: 8 April 2024

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  • 8 April 2024
  • 14 July 2024
  • thefinplanner.com
  • Aggressive Peak Earners, Annuity, Conservative Peak Earners, Equity, Insurance, Moderate Peak Earners, MutualFunds, NPS, PersonalFinance, PF, PPF, Real Estate

Revisiting Financial Goals: Reviewing and Adjusting Your Plan in Your 40s

Reviewing & adjusting financial goals. regularly assessing financial situation, financial goals, adjustments to align with current priorities & circumstances.

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  • 8 April 2024
  • 14 July 2024
  • thefinplanner.com
  • Investments, PersonalFinance, Retirement Planning, Risk Management

Starting a Business : Tips and Pitfalls

Kamal: Hi Archit, starting a business is something I’ve been contemplating for a while now, especially as I’ve gained valuable experience and insights throughout my career. However, I’m also aware […]

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  • 8 April 2024
  • 5 May 2024
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  • Annuity, Blog, Equity, Insurance, Investments, Loans, MutualFunds, NPS, PersonalFinance, PF, PPF, Real Estate, Real Estate Investing, Retirement Planning, Risk Management

Healthy Habits for Financial Wellness: Self-Care Tips

Kamal: Hi Archit, thank you for addressing this crucial topic. I’ve been so focused on managing my finances and advancing my career that I often overlook the importance of self-care. […]

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  • 8 April 2024
  • 5 May 2024
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  • Insurance

Insurance Planning to Protect Your Assets

Kamal: Hi Archit, now that I’m in my early 40s and have a family to consider. I want to ensure that we have adequate protection in place for any unforeseen […]

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  • 8 April 2024
  • 5 May 2024
  • thefinplanner.com
  • Loans, PersonalFinance

Managing Debt and Credit: Debt Consolidation Strategies

Managing debt and credit effectively. Prioritizing debt repayment, exploring debt consolidation options, responsible credit habits & improving his credit score

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  • 8 April 2024
  • 5 May 2024
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  • Annuity, Conversations, Equity, Investments, Loans, Real Estate, Real Estate Investing, Retirement Planning

Homeownership: Buying, Selling, and Investing in Real Estate

Guidance on Navigating homeownership and real estate investing opportunities Kamal: Hi Archit, I’ve been considering homeownership lately, whether it’s buying a new home for my family, selling our current property, […]

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  • 8 April 2024
  • 5 May 2024
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  • Equity, Insurance, Investments, MutualFunds, NPS, PF, PPF, Retirement Planning, Risk Management

Preparing for Retirement: Essential Steps

Preparing for Retirement during prime earning years. Retirement Savings targets, diversifying investments, mergency funds, obtaining insurance coverage

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  • 8 April 2024
  • 5 May 2024
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  • Conversations, Equity, Insurance, Investments, MutualFunds, Retirement Planning

Financial Planning to Build Wealth in your Prime Years

Financial Plan to achieve financial goals during prime earning years, emergency fund, debt, Retirement planning, real estate, & build wealth.

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  • 8 April 2024
  • 14 July 2024
  • thefinplanner.com
  • Equity, Investments, MutualFunds, Retirement Planning, Risk Management

Financial Planning Tips for Balancing Family and Finances

effectively manage his family’s financial responsibilities while honoring cultural expectations and priorities

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  • 8 April 2024
  • 5 May 2024
  • thefinplanner.com
  • Blog, Equity, Investments, MutualFunds, PersonalFinance, PF

Smart Strategies for Investing for Your Future

Investing for Your Future: Smart Strategies for 35-45 Year-Olds Kamal: Hi Archit, thanks for taking the time to chat. Investing for my future has been on my mind a lot […]

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      • Aggressive Millennial Investor (25-35 Years)
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      • Aggressive Wealth Builders (35-45 Years)
      • Moderate Wealth Builders (35- 45 Years)
      • Conservative Wealth Builders (35 – 45 Years)
      • Aggressive Peak Earners (45-55 Years)
      • Moderate Peak Earners (45-55 Years)
      • Conservative Peak Earners (45-55 Years)
      • Aggressive Retirees (55-65 Years)
      • Moderate Retirees (55-65 Years)
      • Conservative Retirees (55-65 Years)
    • Calculators
      • EMI Calculator
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      • Sukanya Samruddhi Scheme
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    • About Us
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      • Financial Planning
      • Investment Planning
      • Retirement Planning
      • Planning for F.I.R.E.
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