In this book, you’ll learn how financial planning works. You’ll learn to take stock of your current financial situation, set goals and a course of action, and then evaluating those strategies. This book will teach you how to put your financial plan into action, and then review and revise that plan as necessary. This step-by-step guide will prepare you for any future financial planning as well. This book contains the following topics that will guide you through the path ofFinancial Planning And Analysis. Table of Contents Chapter 1 Financial Planning What Is Financial Planning? The Need for Financial Planning. Who Is A Financial Planner? Remuneration Of Financial Planners Who Needs Financial Planning Advice? Who Is A Successful Financial Planner? Comprehensive Financial Planning-- A Six-Step Process Chapter 2 Insights On Equity Investing About Equity Why Companies Issue Equity Share? Risks Associated With Equity Investing: Checking Your Equity Investment 39 Tax Impact On Your Equity Investment Returns. Chapter 3 Insights On Gold Investing Regarding Gold Why Gold Should Form Part Of Your Investment Portfolio DIVERSITY: SECURITY AGAINST GLOBAL UPHEAVALS: SIMPLE TO STORE: HEDGE AGAINST INFLATION: LIQUIDITY: Ways of Investing In Gold Physical Gold Electronic Gold: Different Forms Of Gold Investing – A Comparison. Tax On Gold Investing: Gold Is A 'Capital Asset': Capital Gains Tax On Physical Gold Wide range Tax On Physical Gold: Tax obligation Applicable On Gold Futures Contracts. Tax Applicable On Gold Etfs: Misconceptions About Gold. MISCONCEPTION: Investment In Stock Is Better Than Gold. Misconception: Gold Is A Risky Investment. Misconception: If Your Jeweller Is Willing To Buy Back The Gold You Purchase From. Misconception: It Is Safer To Buy Branded Jewellery Than To Buy Jewellery From. Chapter 4 Plan Your Life Insurance 1. Background. Surrender Value: Paid up policy Bonus 2. Cleaning Your Life Insurance Portfolio Chapter 5 Plan Your Health Insurance Compensation Based Policies Vs. Lump Sum Benefit Plans Individual Vs. Family Floater Health Insurance Policies. When To Buy Health Insurance—When Healthy Vs. When Unhealthy Health Insurance Protects Your Wealth. It 'S A Long-Term Product, Not Short-Term What Is The Waiting Period? Tax Benefits Of Health Insurance. 5 Things To Look For In A Health Insurance Policy 1. Go For A Basic Policy 2. Maximum Renewal Age. 3. Consider Sub Limits And Caps. 4. Optimum Cover. 5. Insurer Credibility. Good Websites To Check And Compare Health Insurance Chapter 6 Plan Your Emergency Fund Peace Of Mind How Much To Keep Aside Where To Invest? 1. Savings Bank Account 2. Liquid Funds 3. Online Fixed Deposits 4. Credit Card Chapter 7 Retirement Planning What Is Retirement Planning? What Is The Need For Retirement Planning? Inflation Rising Cost Of Medical Services Failure Of Joint Family System Rise In Longevity Why The Need For Retirement Planning Is Increasing Who Needs Retirement Planning Advice? Role Of Financial Planners In Making Efficient Retirement Plans Exactly how Are Financial Planning And Retirement Planning Interrelated? Exactly how Can My Retirement End up being Tax obligation Reliable? Step 1: Start Early And Retire Peacefully. Step 2: Have A Concrete Plan Step 3: Consult A Financial Planner/Financial Advisor Step 4: Monitor The Investments And Review The Plan:……………………………………………………………………….. Step 5: Do Not Dip Into Your Retirement Savings
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