https://www.taxtmi.com/article/detailed?id=616 Financial planning requires identifying goals, assessing current finances, preparing and implementing a personal plan and periodic review. Key operatives are managing inflow versus outflow to produce investible surplus, applying the risk/return tradeoff, and allocating assets across a liquid, moderate risk and high risk pyramid. Investment choices should be judged by risk, return, tax impact, marketability and liquidity; tax saving instruments should be used simply to reduce tax burden while preserving overall returns and meeting life stage needs. en-us Mon, 28 Dec 2009 00:00:00 +0530 Sat, 14 Sep 2013 22:53:49 +0530 TaxTMI RSS Generator https://www.taxtmi.com/article/detailed?id=616 Financial planning requires identifying goals, assessing current finances, preparing and implementing a personal plan and periodic review. Key operatives are managing inflow versus outflow to produce investible surplus, applying the risk/return tradeoff, and allocating assets across a liquid, moderate risk and high risk pyramid. Investment choices should be judged by risk, return, tax impact, marketability and liquidity; tax saving instruments should be used simply to reduce tax burden while preserving overall returns and meeting life stage needs. Articles Budget - Tax Proposals Mon, 28 Dec 2009 00:00:00 +0530 https://www.taxtmi.com/article/detailed?id=616