There is very wide definition of financial planning. First of all you have to know who the audience or client is. Is it an individual or family, or a business or a large organization? Financial planning for individuals and family generally covers: Understanding your financial goals, Planning for life stages, […]
Read more
5 stages to Estate Administration Stage 1. File petition of the appointment of Personal Representatives First thing in the estate administration process is to locate ther important papers related to the estate, such as Will, burial memorial instructions, Trust documents etc. Study the estate documents in front of the family […]
Read more
3 steps to business succession planning Step 1. Clarify your business needs by looking at the 5 factors to consider in your exit strategy planning. Evaluate : Your business future potential Your financial liquidity needs Your future role in the business Your industry business outlook Your investors / funders expectation […]
Read more
Deciding factors on exit planning Factor 1 : Your business future potential If your business has strong growth potential, solid trade name or branding, you may want to choose an exit strategy that allows you to retain an ownership interest to participate in the company’s future growth. Acquisition strategy – eliminate […]
Read more
Next Opportunity : ASEAN Economic Community (AEC) ASEAN is a diverse and economically dynamic grouping of 10 Asian countries, namely Brunei, Cambodia, Indonesia, Laos, Malaysia, Myammar, Philippines, Singapore, Thailand, Vietnam. The ASEAN Economic Community (AEC) is envisioned to be the realization of ASEAN economic integration by 2015. Under the tag […]
Read more
Forming your new spending habit – Solidify your cash flow If you are a running your business, obviously you won’t let your business go bankrupt by making poor decisions, spending more than you earn. Likewise in managing your personal cash flow, be proactive to solidify your wealth to ensure strong […]
Read more
Debit Cards have become one of the common tool for us to make payment nowadays. Today, we’re going to shed some light on some locations where you should be extra cautious when you use your debit card. No. 1 Target : Outdoor ATMs Outdoor ATMs are among one of the […]
Read more
One of our common goals is to retire comfortably…while we chasing and dream of that,how much is enough? What is the preparation we must aware of? and will we really can enjoy our retirement or retired for enjoyment thereafter? First of all the big thing HEALTH! Because of the […]
Read more
Today we turn to topic of “How to invest precious metals” i.e. Gold, Silver and Platinum. In general, there are 5 ways for a investor to buy or sell the precious metals. 1) Buy physical precious metals Invest in physical items like gold, silver or platinum bars or coins. At […]
Read more