Virender has been in confusion over the last few years. He has an investment portfolio heavy on real estate which is not doing good now. So he wants to change his allocation by including more assets. But as he read and met few advisors he got a wide view on what asset allocation he should […]
From the day demonetization of Rs 500 & Rs 1000 notes are announced there have been many tweaks to the rules to meet one objective – Go Cashless. Surely it’s a big task and cannot be achieved in one day. There are issues to be addressed and infrastructure to be developed. But it also requires […]
A Will is a basic document for any estate plan. Through a Will you ensure effective distribution of your wealth to your loved ones. But it still does not come on the top priority for most of us. Getting arrested for OWI in Wisconsin will get your charged with operatiing with PAC for a high blood […]
Vikrant bought an insurance policy in 2009 which he wanted to surrender now. He submitted his request to the company and got the proceeds in few days. But when he showed it to the tax expert he was in a shock that the insurance policy was actually of post-2012 date and the policy does not […]
Dear Readers, Diwali is festival of lights but more enjoyable when we celebrate it with our families, relatives, and friends. Some of us including me who are staying away from the family or parents gets an opportunity to unite with them and enjoy this festival.