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Personal Finance

Saving for Education

“The only thing more expensive than education is ignorance.” Benjamin Franklin. This month has been dominated by education-related headlines. From students sitting for national exams to the Higher Education Loans Board (HELB) pursuit for loan defaulters. Education opens up a lot of paths for us and every parent out there wants the best possible education …

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Basic Financial Goals to Guide You in Your 30’s

“To accomplish great things we must not only act but also dream, not only plan but also believe.” Anatole France. Our goals and financial aspirations shift as we grow older and wiser. As we advance to the 30-40 age bracket, our thinking process, financial preferences and goals change, with events such as marriage and family …

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goal setting

Actualizing Financial Goals

“Happiness is when what you think, what you say, and what you do are in harmony.”-Mahatma Gandhi.  What makes financial planning difficult is basic human nature. We want good things now, not in a seemingly distant future we are not sure of anyway. This kind of thinking is, however, problematic because our resources are limited. …

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Smart Spending In Tough Times

“Getting money is like digging with a needle, spending it is like water soaking into sand.” ~ Japanese Proverb . Tough economic times tend to bring out our innovative and resilient side. You have to adapt to survive. Nobody likes to cut their spending because it often leads to a lower quality of life. Or …

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Last Quarter Financial Review

“Wonder is the foundation of all philosophy, inquiry the progress, ignorance the end.”  ~ Michel de Montaigne Executing your personal finance strategy takes more than a New Year’s resolution, it is a continuous process. You need discipline, education and constant reviews of our financial journey throughout the year and indeed your entire life. With only …

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Prioritizing Your Financial Priorities

“The key is not to prioritize what is on your schedule, but to schedule your priorities.” Stephen R. Covey, American author of ‘The Seven Habits of Highly Effective People’ Very few people in the world have enough money to achieve all their financial goals simultaneously. Most individuals juggle with money as they work toward several different …

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a person looking at the horizon

Getting Started With Retirement Savings

“Preparation for old age should begin not later than one’s teens: A life which is empty on purpose will not suddenly be filled on retirement “- Dwight L Moody. Saving for retirement is one of the most neglected financial goals, notwithstanding the consequences. Currently, there are also various consumer-friendly products available in the market yet in …

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Cutting Down on Debt

“There are plenty of ways to get ahead. The first is so basic I’m almost embarrassed to say it: spend less than you earn.  ~Paul Clitheroe. Possibly the most dangerous financial hazard facing us today is mounting debt. Most people are taking loans. Is it because we really need the loan or because access to …

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Financial Planning For Different Age Groups

“Human progress is achieved by taking exact measurements.” ~ William F. Buckley. What we expect to happen to us at various ages may be far from reality. Someone in their 20s may already be burdened with heavy family responsibilities, a 60-year-old might be back in school for an advanced degree course, and an 80-year-old might …

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Managing a Chama

Quote of the Week: “When there is no enemy within, the enemies outside cannot hurt you.” Sir Winston Churchill. The investment journey is not easy. That’s why it’s important to join hands with like-minded individuals to achieve your goals. Even then, it never gets easy. Investing can be difficult at first especially if you have …

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Four Steps for the Perfect Financial Plan

 Quote of the Week: “Success is the result of perfection, hard work, learning from failure, loyalty, and persistence.” – Colin Powell.   Taking control of your finances and making plans to achieve your goals are the first steps towards mastering the financial planning process. Robust financial planning ensures a sustainable and secure future. Though taking …

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