Browse category by Tax Planning

Feelings & Finances – the domino effect


September 1, 2020
Women, emotions and the impact of that on the relationship with money. The Law of Attraction is the ability to attract into our lives whatever we are focusing on. It is believed that this law uses the power of the mind to translate whatever is in our thoughts and materialize that into reality. In basic […]

The 50/30/20 Formula


February 4, 2020
The path to achieving financial wellness starts by inverting the equation of ‘income minus expenses’ into ‘ income minus savings’. Does moulding your money habits seem too overwhelming? Does thinking of how to build a road towards the future and get started makes you feel at the end of your wit? You don’t need to […]

Dodge these Investment Pitfalls in 2020


January 23, 2020
As you take stock of the triumphs and blunders made in 2019, the new year is the best time to brush up on the basics and become a better investor. Most mistakes investors make are due to their own biases which keep them from making rational decisions. These biases are psychological – they are basically […]

What is the most poorly understood area of personal finance?


October 3, 2019
Success in personal finance is based on some simple practices followed by individuals over a long period of time. Charlie Munger has summarized it well in 15 words: Spend less than you make; always saving something. Put it into a tax-deferred account. I often feel people under-appreciate the importance of tax deferral for their investments. I have created […]