- You are earning a decent monthly income but you lose control of where your money goes every month.
- You have not examined your tax affairs thoroughly and would like to know if you can minimize your tax payable.
- You have numerous bank loans and /or outstanding credit cards' balances and your finances are in a mess.
- You are concerned of your family's financial needs if you are unexpectedly disable or die.
- You are concerned about the high cost of medical treatment.
- You are too busy to handle your own investments and want to entrust your savings to a professional.
- You are planning for your children's higher education of your choice.
- You want a comfortable retirement but do not know how much you need or how to save and invest to meet the need.
- You want to leave a legacy of good family values by distributing your wealth in a responsible manner to your loved ones.
Wednesday, February 2, 2011
Do You NEED Financial Planning??
Checklist below will help you determine if you Need in Financial Planning. If your answer is "YES" to any of the situation below, you probably Need Financial Planning:
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