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An investor education & awareness initiative.
Throughout your life, to secure your family’s future, you diligently followed investment discipline. At the outset, it involved taking steps like regular mutual fund investments using Systematic Investment Plans (SIP). Later, in retirement, you prudently dipped into retirement savings for regular income using mutual fund Systematic Withdrawal Plans (SWP). While all this has helped ensure that you never run out of money, but when it comes to leaving behind a legacy for your loved ones, you need to do more. You need a wealth transfer plan, that, among other things, includes nominations for investments and a Will. This plan is necessary to ensure uninterrupted benefits of your wealth to your loved ones after you.
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With lifelong financial discipline, a person accumulates healthy retirement savings amount. But how do senior citizens stay financially independent during retirement? Here are 5 key steps that they need to take.
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As with your children, you have left no stone unturned to give your absolute best to your grandchildren. You can ensure that your contribution and support to help them achieve their dreams like studying in a prestigious university, continues even after you are no more. And then, as a popular saying in Hindi about grandparents’ love for grandchildren goes: “Interest is even more cherished than the return of principal.” Here, the principal being referred to are children with grandchildren being the interest. The key to an enduring legacy for grandchildren is to ensure ample savings even at the end of retired life which can then be passed on. This involves taking some simple but important steps.
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As retirement starts appearing on the horizon during your journey of life, you wonder how retirement-ready you are. Asking the following seven questions during 50s to your readiness and take corrective actions, if any.
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As retired lives of Indians stretch longer, it is mostly not enough for them to accumulate ample savings by the time they retire considering the inflation.
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Anita is a 55-year-old software engineer. She was looking forward to retiring in five years. She invested a good amount in equity mutual funds throughout her career.
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