A reader asks, "Would you please suggest how one can manage financially if one is not eligible for health insurance due to ...

Last Updated on December 20, 2023 at 8:47 am I evaluate the performance of my retirement portfolio and my son’s future portfolio each year in a personal finance audit. This is the 11th edition.

The latest freefincal Equity Mutual Fund Performance Screener is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark, and ...

Last Updated on May 21, 2025 at 9:13 am The freefincal mutual fund portfolio overlap tool (first published July 2017 and updated May 2019) is now fully updated to work blazing fast on Google Sheets.

Suppose our monthly expenses in the first year of retirement are Rs. 50,000. We buy an annuity so that our monthly pension = Rs. 50,000 (after tax!). This will take care of all our monthly expenses ...

Here is a list of our free ebooks. From time to time, we compile past posts on a particular topic and publish them as ebooks in pdf format. To know the contents of each book, you can click on the ...

This is the sub-archive of our ETF tracking error screeners ...

The chart that maps the Interest to Principal outgo on our EMIs for this journey You can see that our interest went below the principal in about 15 months since we started with the Home loan. The ...

With a well-diversified retirement portfolio, dependence on salary with age for new retirement gradually decreasing while for old retirement it is constant until retirement Every year we ask, “if I ...

Last Updated on May 21, 2025 at 9:17 am We present a simple spreadsheet to review and audit your goal-based investment portfolios. Over the years, we recognised the need for a tool beyond financial ...

Our flagship course! Learn to manage your portfolio like a pro to achieve your goals regardless of market conditions! ⇐ More than 3,000 investors and advisors are part of our exclusive community! Get ...

4 How to select a health insurance policy: A Webinar This is a webinar by Deepak Mendiratta, managing director of plancover. Deepak has helped many families get medical cover and favourably resolved ...