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e enjte, 17 maj 2007

Financial Planning in General

Financial Planning is all about planning your finance. It is all about money from the money you earn and the money you spent. Generally, financial planning involves taking a broad view on personal financial status covering many areas of wealth management, and then going a step-by-step process to solve financial problems and achieve financial goals.

Below is the element of financial planning:

  1. Cashflow management:
    • Know your current net worth. Generally your asset minus your liabilities.
    • Eliminating bad debts.
    • Frequently save some of the money you own.
    • Budgeting
  2. Investment Planning
    • Consider where to put your saving. Better place your saving where the money retur or the dividend is high, for bumiputera, ASB is oe of the bes choice around
  3. Insurance Planning
    • Ensure all your asset and family are well protected with suitable insurance.
  4. Tax Planning
    • This involves strategies to make the most of your income, stocks, real estate, property under the local tax regime.
  5. Retirement Planning
    • Surely you want to retire rich and not retire poor. You also don't want to work if your age is 6o++. This is important aspect of financial planning and somehow many people did not think for the future.
  6. Estate Planning
    • An estate planning or a will can provide financial security for your family, ensure your property is preserved and passed to beneficiary and avoid disrepute. For muslim, you can hire a will planner so the Will is in accordance syara'.

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