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    • Aggressive Millennial Investor (25-35 Years)
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Category:Retirement Planning

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  • 8 April 2024
  • 14 July 2024
  • Archana
  • Aggressive Retirees, Conservative Retirees, Insurance, Moderate Retirees, Retirement Planning

Healthcare Considerations for Seniors: Ensuring Comprehensive Coverage in Your Golden Years

Venkat: Hello Archit, what should be the Healthcare considerations for Senior Citizens. Yes, I do have health Insurance coverage, but I must admit that I haven’t reviewed my policy in […]

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  • 8 April 2024
  • 14 July 2024
  • Archana
  • Aggressive Retirees, Conservative Retirees, Moderate Retirees, Retirement Planning

Estate Planning Essentials: Securing Your Legacy and Protecting Your Loved Ones

Venkat: Hello Archit, thank you for bringing up this topic. While I understand the importance of Estate Planning, I must admit that I haven’t given it much thought. I know […]

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  • 8 April 2024
  • 14 July 2024
  • Archana
  • Aggressive Retirees, Conservative Retirees, Investments, Moderate Retirees, NPS, PF, PPF, Retirement Planning, Risk Management, SWP

Navigating Retirement: Tips for a Fulfilling and Secure Post-Work Life

Navigating Retirement: Tips for a Fulfilling and Secure Post-Work Life Venkat: Hello Archit, Retirement is a major milestone, and I want to ensure that I’m adequately prepared for this new […]

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  • 8 April 2024
  • 14 July 2024
  • Archana
  • Aggressive Peak Earners, Conservative Peak Earners, Loans, Moderate Peak Earners, Retirement Planning, Risk Management

Managing Debt in Midlife: Strategies for Paying Off Loans and Credit Cards

Managing Debt in Midlife: Strategies for Paying Off Loans and Credit Cards Niranjan: Hello Archit, I have been struggling with Debt management \lately, especially as I approach my 50s. I […]

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  • 8 April 2024
  • 13 July 2024
  • Archana
  • Aggressive Peak Earners, Conservative Peak Earners, Conversations, Moderate Peak Earners, Real Estate Investing, Retirement Planning, Risk Management

Investing in Real Estate in Your 50s: Tips for Late Blooming Property Owners

Investing in Real Estate in Your 50s: Tips for Late-Blooming Property Owners Niranjan: Hello Archit, I am considering some real estate investment, as I approach Retirement age, to diversify your […]

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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
  • thefinplanner.com
  • 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
  • thefinplanner.com
  • 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
  • thefinplanner.com
  • 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
  • thefinplanner.com
  • 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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