Financial Planning Tips - thecapestoneway.com

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Finanacial Planning Tips
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Significance of Financial Planning

• Financial planning implies deciding what to
  spend, how to spend and how much to spend
  according to the funds that are available.
• Financial planning needs to be done by everyone
  from individuals to large multi-national
  corporations. The larger the quantum of funds
  that one is dealing with, the more the effort
  required to plan its usage appropriately.
• Financial planning adds tremendous value to the
  company. In fact, without it no enterprise can
  function efficiently.

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Objectives of Financial Planning

• Availability of Sufficient Funds
• To make sure that sufficient funds are available
  for meeting day-to-day expenses, purchasing long
  term assets, and dealing with unforeseen costs.
  Planning is not only done to make sure that
  finance is available in a timely manner, but also
  that the company knows exactly where to raise the
  money from when it is needed.

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Financial Planning Execution

• Sales forecasting
• Projection of the assets required to support
  sales
• Projection of funds that are generated within the
  organization
• Identifying the means to raise the funds
• Assessing the effect of plans on financial ratios
  and stock price

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• Financial Planning
• Tips of 2017

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1. Maximize your retirement savings
2. Reallocate your investments
3. Dont forget your estate plan
4. Invest for the long term
5. Capital ownership is key
6. Manage your debt to stay out of debt
7. Talk with loved ones about money
8. Review insurance coverages
9. Education Re-financing
10. Maximize flexible spending accounts

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Contact

• Website http//www.thecapstoneway.com/