Financial Planning
NRI Guide 2012 Ver 2.00
Nri guide 2012 ver 2.00 23 03-2012 from crpnair
Financial Planning Report (Sample)
Financipal Planning Report (Sample) from crpnair
NRI Guide 2013 Ver 3.00
NRI Guide 2013 (Addendum) updated up to 10-10-2013
Financial Calculators
  Click the followng link to view Financial Calculators  
NRI Guide 2014-2015 Ver 4.00
NRI GUIDE 2014-2015 (Ver 4.00) from crpnair
Financial Planning - Excel Template
Comperhensive Personal Financial Retirement planning Excel Sheet from crpnair
Financial Record Keeping
Financial Record Keeping Have you ever thought of record keeping as one of the important aspects in your financial planning?  Is organizing your financial paperwork are there in your recent agenda? Do you know which papers are important to keep, and do you have a systematic plan for keeping track of them?  How long should you retain them? In the event of an emergency, would you or a trusted friend or relative have quick access to your personal, financial, and legal documents? How do you replace important hous...
The Cost of Bad Financial Advice
  The Cost of Bad Financial Advice Bad Financial Advice cause financial loss to investors Do you think both insurance/mutual fund agents and investment advisors have the same responsibility to act in your best interests? Would you be surprised to find out that there are two different principles that apply to the delivery of financial advice?.  The first principle is called “Suitability” and other principle is of a fiduciary nature.   These are just two principles only but the se...
How to become a successful investor
  How to become a successful investor Fortunately; you don't have to be a genius to be a successful investor. As Berkshire Hathaway chief and investor extraordinaire Warren Buffett said in an interview, "Success in investing doesn't correlate with IQ once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing." It's true that not everyone is gifted with Buffett's calm, ...

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