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Financial Planning Tips from Sachin Karpe

Sachin Karpe an ex financial advisor gives financial planning tips to secure and enjoy your future.

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Financial Planning Tips from Sachin Karpe

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  1. Financial Planning Tips from SachinKarpe

  2. Risk Management

  3. Risk Management Identify & AnalyzeExposures Examine Risk Management Techniques

  4. Risk Management Select Risk Management Technique Implement Techniques Monitor Results

  5. Cash Flow Management Generating Revenue ControllingCost Cash flow management is the process of monitoring, analyzing, and adjusting your business' cash flows.

  6. Investment Management

  7. Investment Management Determine investor needs Assess risk tolerance Review asset allocation classes Implement strategic plan Rebalance and monitor portfolio Comprehensively report

  8. Retirement planning

  9. Retirement Planning - Investment Funds Stocks Bonds

  10. Retirement Planning - Insurance Life Insurance Health Insurance Long-Term Care Medicare

  11. Retirement Planning Long Term Assets - Real Estate

  12. Retirement Planning Guranteed Income - Social Security Benefits, Pensions

  13. Education Planning

  14. TAX Planning

  15. Estate Planning

  16. Find SachinKarpe – A Business Consultant @ https://www.facebook.com/sachin.karpe.9638 Follow SachinKarpe @ https://twitter.com/Karpe_Sachin

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