The document provides guidance on building a solid financial foundation. It recommends starting with healthcare, then protection, eliminating debt, emergency fund, and lastly investments. This order ensures your foundation is stable and your investments are protected. It emphasizes the importance of having the right structure, like building a house from the base up. It also shares the formula for savings: income - 10% tithing - 20% savings = 70% expenses. Following this formula will help readers save properly and achieve financial freedom.
A Study on the Need of Personal Financial Planning for Individuals in India.RifaJuvale
Financial Planning is a Subject, which is very close to my heart. And, so, is this Project. I am uploading this Project over here, so that people can benefit from it, as well.
This document is an attempt to create financial literacy among salaried professionals who have begun their professional career. The intent of the document is to emphasize financial planning and create awareness about various asset classes. The sample financial plan is also available in excel format for you to experiment your financial needs. If your are interested in the excel based plan, please send an email to me.
Should you need any clarification/help, just send an email.
Happy learning!
A Study on the Need of Personal Financial Planning for Individuals in India.RifaJuvale
Financial Planning is a Subject, which is very close to my heart. And, so, is this Project. I am uploading this Project over here, so that people can benefit from it, as well.
This document is an attempt to create financial literacy among salaried professionals who have begun their professional career. The intent of the document is to emphasize financial planning and create awareness about various asset classes. The sample financial plan is also available in excel format for you to experiment your financial needs. If your are interested in the excel based plan, please send an email to me.
Should you need any clarification/help, just send an email.
Happy learning!
Albert Einstein said,“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”
The Rule of 72 gives you a short and easy way to calculate your return by letting you know how long it will take to double your money. It's short, simple and a real eye opener.
The 8th wonder of the world, greatest mathematical invention, and mankind’s greatest invention, because it has a force for amassing wealth ... Albert Einstein.
We have all been taught from a young age to distinguish between our "Needs" and our "Wants." This diagram establishes a hierarchy of financial needs relevant to all of us.
Telemno Life Agency (TLA) is an insurance agency that shows people how to protect their family and set up an endowment fund that guarantees provision of the family’s financial needs and dreams such as living expenses, children’s education, land buying, home construction or purchase, mortgage protection etc without their having to change their lifestyle or spending additional money’
Telemno Life Agency's Endowment Fund comprises of three financial and insurance aspects and these are; Saving, Protection (life cover/life assurance) and Investment.
The Endowment Fund operates in such a way that if for example you want to buy family land of 30,000,000 Uganda shillings in the next 10years, and you design a financial plan to achieve that financial goal by saving monthly installments of 300,000/= in an endowment fund because your income can't allow to raise the whole amount. Saving in an Endowment Fund guarantees that whether you live or pass on shortly after beginning to save before the 10 years, you family will buy land because there is a sum assured of 30.46 Million payable at the event of pre-mature death before your financial goal is met or at the end of the 10 year period. However, the sum assured is less that the accumulated savings in that the deficit is the insurance fees charged for the risk.
This is a unique presentation that shows how someone can make millions in residual income from network marketing out of saving a portion of their income in an endowment fund. This plan enables the average person to save a minimum of Ugx 50,000 per month in an a 10 year endowment fund with a sum assured of 5,157,000 and to make extra millions from indirect commissions far bigger than their savings resulting from promoting the financial plan to others who also adopt the idea of saving their money into an endowment fund. TLA is a proprietary business opertaing in Uganda that is soon transforming its mode of operations to company level.
Albert Einstein said,“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”
The Rule of 72 gives you a short and easy way to calculate your return by letting you know how long it will take to double your money. It's short, simple and a real eye opener.
The 8th wonder of the world, greatest mathematical invention, and mankind’s greatest invention, because it has a force for amassing wealth ... Albert Einstein.
We have all been taught from a young age to distinguish between our "Needs" and our "Wants." This diagram establishes a hierarchy of financial needs relevant to all of us.
Telemno Life Agency (TLA) is an insurance agency that shows people how to protect their family and set up an endowment fund that guarantees provision of the family’s financial needs and dreams such as living expenses, children’s education, land buying, home construction or purchase, mortgage protection etc without their having to change their lifestyle or spending additional money’
Telemno Life Agency's Endowment Fund comprises of three financial and insurance aspects and these are; Saving, Protection (life cover/life assurance) and Investment.
The Endowment Fund operates in such a way that if for example you want to buy family land of 30,000,000 Uganda shillings in the next 10years, and you design a financial plan to achieve that financial goal by saving monthly installments of 300,000/= in an endowment fund because your income can't allow to raise the whole amount. Saving in an Endowment Fund guarantees that whether you live or pass on shortly after beginning to save before the 10 years, you family will buy land because there is a sum assured of 30.46 Million payable at the event of pre-mature death before your financial goal is met or at the end of the 10 year period. However, the sum assured is less that the accumulated savings in that the deficit is the insurance fees charged for the risk.
This is a unique presentation that shows how someone can make millions in residual income from network marketing out of saving a portion of their income in an endowment fund. This plan enables the average person to save a minimum of Ugx 50,000 per month in an a 10 year endowment fund with a sum assured of 5,157,000 and to make extra millions from indirect commissions far bigger than their savings resulting from promoting the financial plan to others who also adopt the idea of saving their money into an endowment fund. TLA is a proprietary business opertaing in Uganda that is soon transforming its mode of operations to company level.
AES International is a multi-award winning international wealth management and employee benefits organisation.
Find out why you should join our movement: https://www.aesinternational.com/
Presentation by Steve Carkner, Head of Innovation at Revision Military as part of the Business of IoT Workshop at IoT613 on Thursday, September 29, 2016.
As a Financial Advisor, Lucey Fund believes there are seven financial pillars that are fundamental to your financial planning, future wealth creation, and wealth preservation.
Welcome to the world of
wise investments, rich returns
& financial well-being. You could be a daredevil, an adventure seeker or a safe player. These govern the outcome. At each step, irrespective of options, we remain steadfastly by your side, providing expert guidance and tailored solutions to navigate the intricate landscape of financing, investment, and insurance.
This prentation is about money and how to create wealth. It teaches you how to cure an empty pocket and makes known to you the proven principles of wealth creation.
Raising your first $1mm to $5mm a view from both sides of the tableStartupWeekDallas
Presentation at Dallas Startup Week from Lee Blaylock, Founder and CEO, Who@
Lee Blaylock, a former Oracle exec and current serial entrepreneur and investor, offered up a multitude of advice for founders on Tuesday at Dallas Startup Week.
First, the Who@ founder started with his definition of entrepreneurship.
dallasstartupweek“It’s the undertaking of a business enterprise with a complete, total, utter lack of respect of the resources you currently control,” Blaylock said.
Blaylock listed a bevy of investing lingo that every entrepreneur should understand when trying to raise that first $1 million to $5 million. Among them:
- Fiduciary
- Traction
- Term Sheet
- Debt
- Equity
- Warrants
- Option Pool / Vesting / Cliff
- Capitalization Table
- Accredited Investor
- Due Diligence
- LTV / CaC
- Burn Rate
- Fume Date
- Making money and good investments concept
He then offered a “6 Things Before You Pitch” guide.