Financial Planning Tips from Sachin Karpe

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Financial Planning Tips from Sachin Karpe
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Risk Management
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Risk Management

• Identify Analyze Exposures
• Examine Risk Management Techniques

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Risk Management

• Select Risk Management Technique
• Implement Techniques
• Monitor Results

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

• Generating Revenue
• Controlling Cost

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Investment Management
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Investment Management

• Determine investor needs
• Assess risk tolerance
• Review asset allocation classes
• Implement strategic plan
• Rebalance and monitor portfolio
• Comprehensively report

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Retirement planning
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Retirement Planning - Investment

• Funds
• Stocks
• Bonds

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Retirement Planning - Insurance

• Life Insurance
• Health Insurance
• Long-Term Care
• Medicare

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Retirement Planning Long Term Assets - Real
Estate
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Retirement Planning Guranteed Income - Social
Security Benefits, Pensions
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Education Planning
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TAX Planning
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Estate Planning
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