#4
Financial Goals You Should always Plan
#1 Retirement Challenges
How to Plan
• Inflation- Prices of Daily needs going UP
STEP 1- Find the Monthly Amount you require
• Which product to choose- What is right product to invest for my retirement Funds
STEP 2- Add rate of Inflation
• Taxes- Taxes could eat into my retirement savings returns
STEP 3- Find Right mix of Investment products as per your Risk Profile STEP 4- Start Saving Regularly with an SIP and review periodically
#2 Vacation Challenge • Rising Costs – Hotels Travelling cost going up
How to Plan and
• Frequency of Vacations- With present hectic lifestyle we often plan for short vacations every six months
STEP 1- Find the Frequency of Vacations. Yearly/Bi-yearly etc. STEP 2- Expected expense per vacation added with inflation STEP 3- Start SIP for the right amount to cover whole life vacation expenses
#3 Kid’s Education Challenge • Costly Education- Child Education gets costlier • Non Extendable – Education Goal cannot be rescheduled and delayed .
How to Plan STEP 1- Find the Amount of the Total Education charges as per present cost STEP 2- Add Inflation and Taxes STEP 3- Start Saving in an SIP and review periodically
#4 Lifestyle Challenge
How to Plan
• Inflation- Lifestyle products are getting costlier
STEP 1- Keep 5% of monthly savings in a Separate Savings funds
• Unplanned expenses- Most of lifestyle expenses are Unplanned and are more of Impulsive buying's
STEP 2- Invest this Fund in Long term SIP STEP 3- Withdraw the money as and when required
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