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Financial Planning Tips from Sachin Karpe

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Sachin Karpe
Sachin Karpe

Sachin Karpe an ex financial advisor gives financial planning tips to secure and enjoy your future.

Economy & FinanceBusiness
1 of 16
Financial Planning Tips from Sachin Karpe
Risk Management
Risk Management  Identify & Analyze Exposures Examine Risk Management Techniques
Risk Management  Select Risk Management Technique Implement Techniques Monitor Results
Cash Flow Management Generating Revenue  Controlling Cost Cash flow management is the process of monitoring, analyzing, and adjusting your business' cash flows.
Investment Management
Investment Management Determine investor needs Assess risk tolerance Review asset allocation classes Implement strategic plan Rebalance and monitor portfolio Comprehensively report
Retirement planning
Retirement Planning - Investment Funds Stocks Bonds
Retirement Planning - Insurance Life Insurance Health Insurance Long-Term Care Medicare
Retirement Planning Long Term Assets - Real Estate
Retirement Planning Guranteed Income - Social Security Benefits, Pensions
Education Planning
TAX Planning
Estate Planning
Find Sachin Karpe – A Business Consultant @ https://www.facebook.com/sachin.karpe.9638 Follow Sachin Karpe @ https://twitter.com/Karpe_Sachin

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