Financial Planning

Planner: Conduct productive retirement meetings

Here’s a timeline for the sequence of retirement meetings. Try it with your clients.

March 31, 2014

2 min read

Cash flow planning: What’s your motive?

To change your financial behaviour, use this litmus test to discover your true motive.

March 31, 2014

2 min read

Cash flow planning: Bumpy road ahead

Succeed with your cash flow plan by expecting the unexpected.

March 24, 2014

2 min read

Smog insurance for your next trip to China

Air pollution in some Chinese cities is so bad that local travel website Ctrip.com now offers smog insurance to its customers, reports China Daily.

By Staff |March 19, 2014

1 min read