Financial Tools & Apps
Bitcoin Whales Awaken after 14 years
Bitcoin whales have reawakened after 14 years of patiently holding the world’s first and largest cryptocurrency, transferring billions of dollars in value.A Bitcoin wallet “12tLs” transferred 10,000 Bitcoin (BTC) worth…
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Should you invest in SIF (or Specialised Investment Funds) in 2025?
As India matures as an economy, every few years, we are bound to witness various…
SoFi and The Jayson Tatum Foundation Host The First of Many Financial Literacy Workshops For First-Time Homebuyers in St. Louis
Last year, we set out a mission to democratize access to family-sustaining wealth by establishing…
9% Piramal Capital & Housing Finance Ltd NCD ★ July’21 ★ Should You Invest? ★ ApnaPlan.com – Personal Finance Investment Ideas
Piramal Capital & Housing Finance, has come out with Piramal Capital & Housing Finance Ltd…
FIRE can Also mean ‘Forced Into Retiring Early’ – Economic Times Wealth (23-Jun-2025)
FIRE isn’t always about choice. F.I.R.E. can also mean ‘Forced Into Retiring Early’. That’s why…
Lasted Financial Tools & Apps
Weekend Reading For Financial Planners (July 26–27)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that…
Kitces & Carl Ep 169: IS There A Future Of Financial Planning In The AI Era?
From the advent of personal computers and the Internet to smartphones and sophisticated financial software, the profession of financial advice…
Saying “I Don’t Know” With Confidence In Client Meetings – And Still Strengthen Trust
For newer financial advisors, few situations feel more daunting than being asked a question in a client meeting that they…
Saying “I Don’t Know” With Confidence In Client Meetings – And Still Stregthen Trust
For newer financial advisors, few situations feel more daunting than being asked a question in a client meeting that they…
Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most: #FASuccess Ep 447 With Dan Allison
Welcome everyone! Welcome to the 447th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Dan…
Your Feedback Requested – Reader Survey For Nerd’s Eye View (2025)
It is often said that, "The only thing constant is change", which pairs well with the common financial advisor philosophy,…
Weekend Reading For Financial Planners (July 19–20)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that…
Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning
After years of anxiety over the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) at the end of…
Must Read
Bitcoin Could Hit $200K By December, Banking Giant Says
Bitcoin has jumped more than 170% from its launch‑month price around $45,000 to about $123,000 earlier this month. Related Reading…
Old Vs New Tax Regime
Choosing the right tax regime is a crucial decision for taxpayers in India. With the introduction of the new tax…
Have You Explored All Options To Save Tax For FY 2021-22? ★ ApnaPlan.com – Personal Finance Investment Ideas
Everyone hates paying taxes and always are on lookout for Options to Save Tax. However the income tax rules in…
What Is Lien Amount In SBI? How To Remove Lien Amount In SBI? ★ ApnaPlan.com – Personal Finance Investment Ideas
Are you worried and confused about Lien amount in SBI? Well you are not alone. In most cases, this should…
Investing
Must Read
What Happens if Bitcoin Reaches $1 Million?
Drivers of Bitcoin’s valuation in 2025 Bitcoin has already achieved major highs that very few thought possible. The ink on…
Sovereign Gold Bond August 2021 ★ Best (Tax Free) Way To Invest In Gold ★ ApnaPlan.com – Personal Finance Investment Ideas
Sovereign Gold Bond were first proposed in Budget 2015 and since then has evolved in a popular investment product. The…
Income Tax Calculator India In Excel★ (FY 2021-22) (AY 2022-23) ★ ApnaPlan.com – Personal Finance Investment Ideas
Every year there are changes in the Income Tax rules of India in the Union Budget. Keeping these changes in…
10% IIFL Home Loan NCD ★ July’21 ★ Should You Invest? ★ ApnaPlan.com – Personal Finance Investment Ideas
IIFL Home Loan, the Housing Finance company from IIFL Group has come out with IIFL Home Loan NCD (Tranche 1)…
