The freefincal robo-advisor tool will now feature equity glide paths for retirement buckets, providing enhanced risk ...

A reader asks, "Would you please suggest how one can manage financially if one is not eligible for health insurance due to ...

In this edition of the reader story, Mr Alam provides the most detailed account of his financial journey: From a net worth of Rs. 6000 to auto-pilot goal-based investing. About this series: I am ...

Last Updated on May 21, 2024 at 10:24 am Readers often ask, “How much capital gains tax should I pay if I have no other income source?” The answer is quite simple. Up to the tax-free limit (using the ...

I evaluate my retirement portfolio’s performance and my son’s future portfolio each year in a personal finance audit. This is the tenth edition. Published from 2013 onwards, these audits provide a ...

Last Updated on December 20, 2023 at 8:47 am I evaluate the performance of my retirement portfolio and my son’s future portfolio each year in a personal finance audit. This is the 11th edition.

Last Updated on December 29, 2021 at 6:30 pm In this edition of the reader audit, 29-year-old Mr Yo (name withheld on request) explains in detail how he has structured his money management in a ...

So these are the results obtained upon the first use of the robo tool. One year later, assuming the person has invested as per the schedule and assuming his equity and debt instruments have grown to ...

Last Updated on May 21, 2025 at 9:13 am The freefincal mutual fund portfolio overlap tool (first published July 2017 and updated May 2019) is now fully updated to work blazing fast on Google Sheets.

Suppose our monthly expenses in the first year of retirement are Rs. 50,000. We buy an annuity so that our monthly pension = Rs. 50,000 (after tax!). This will take care of all our monthly expenses ...

4 How to select a health insurance policy: A Webinar This is a webinar by Deepak Mendiratta, managing director of plancover. Deepak has helped many families get medical cover and favourably resolved ...

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