financial planning Archives

Private Equity in 401(k)s: Are the Rewards Really Worth the Risk?

Posted on July 19, 2025 by Priyanka Patil |

Historically, the realm of private equity has been dominated by extremely wealthy investors, endowments, and pension funds. However, this landscape may be on the verge of transformation. Individuals saving for…

How Much Should Your Average Net Worth at Every Stage of Life?

Posted on February 25, 2025 by Priyanka Patil |

The difference between your assets and liabilities, or your net worth, can be a useful indicator of your financial health. As you acquire wealth and pay debt, your money should…

Smart Investment: Top 5 High-Performing Mid-Cap Mutual Funds With 25%+ Returns in 5 Years

Posted on February 11, 2025 by Priyanka Patil |

Mid-cap mutual funds have emerged as a favored choice for investors looking to balance risk and reward. These funds invest in mid-sized organizations which have strong growth potential, imparting the…

Retirement Savings Haven’t Yet Started? Here are Top 5 Strategies to Grow Your Fund Quickly

Posted on February 10, 2025 by Priyanka Patil |

You’re not the only person in your 50s who is yet to build an important retirement fund. Many Americans are in the same boat; according to a recent AARP survey,…

Unlock Growth: Financial Planning Strategies for Long-Term Marketing Impact

Posted on June 13, 2024 by Priyanka Patil |

Effective financial planning is the backbone of lasting marketing success. For businesses looking to survive in a competitive marketplace, aligning your marketing strategy with your financial goals is not only…

Mastering Money: 4 Essential Financial Strategies for Entrepreneurs

Posted on May 14, 2024 by Priyanka Patil |

As an aspiring entrepreneur, it’s important to understand the financial side of your business to increase your chances of success. No matter what industry you choose, a deep knowledge and…

These are the two biggest expenses in retirement. Start planning now

Posted on February 16, 2024 by Priyanka Patil |

Is it truly clear how much we’ll need before retiring? What time will we spend the cash? What is the best way to invest? Retirement needs and spending are often…