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Monthly Archives: April 2011
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Foundation of a balanced financial portfolio
This is a typical basic type of balanced financial portfolio. The items in each sections are examples of types of contents. So for instance, under Protection, you can have only Term Insurance without others. And for the Savings, you can … Continue reading
Posted in Insurance, Investment
Tagged balanced, financial portfolio, investment, Protections, savings
4 Comments
Income replacement VS Expenses replacement
These 2 methodologies are meant to calculate how much insurance coverage is needed. Expense analysis and replacement is a more robust methodology, but required more data and facts to perform. Whereas Income replacement methodology will be a simpler way to … Continue reading
Posted in Insurance
Tagged coverage, expense replacement, income replacement, insurance needs, planning
7 Comments