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Retirement seems to be the lowest priority financial goal for many Indians

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A recent report by the Reserve Bank of India throws light on the financial complexion of Indian households. Very briefly, we tackle five points: Assets, Liabilities, Pension, Insurance and Retirement. You can read the entire report here. What assets do … Continue reading

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How does a Systematic Withdrawal Plan (SWP) work

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Source: Morningstar A systematic withdrawal plan, or SWP, is a facility that allows an investor to withdraw money from an existing mutual fund at predetermined intervals (a fixed date every month, once every two months, or even quarterly). This generates … Continue reading

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Reverse Mortgage…. the ultimate retirement solution

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Life post retirement under old age can be very difficult and nightmarish without proper financial support. The situation arise due to lack of or improper retirement planning or failed expectations you had from your children regarding taking care of you … Continue reading