Skip to content

Capital Advisor

  • Home
  • Blog
  • Contact
Capital Advisor

Tag: organizing your finances

Organizing Your Finances: How To Create Your Personal Finances Folder?

Posted July 19, 2010 Vinaya HS2 CommentsPosted in Finance

[sniplet organizing your finances] With D entering my life, I now see the need for creating our “Personal Finances Folder.” In this folder, I want to capture every aspect of our personal finances. Should anything happen, this should be our “Go To” folder. This far, we have kept our finances separate and therefore, to begin […]

Organizing Your Finances: Getting Rid Of Financial Clutter

Posted July 12, 2010July 8, 2010 Vinaya HS6 CommentsPosted in Finance

[sniplet organizing your finances] Over the past year, we’ve managed to get rid of a significant amount of physical clutter that was lying all around our home. You name it and I’d bet that I had it — somewhere. Minimalism has made our home simpler to manage. Driving to work, I felt that the same […]

Organizing Your Finances: A Debt Repayment Worksheet

Posted June 21, 2010June 15, 2010 Vinaya HSLeave a commentPosted in Finance

[sniplet organizing your finances] In describing how to get a complete picture of your debt, I suggested gathering all of your debt related documents together before working out a debt repayment plan. Recently, while reading the book Deal With Your Debt, I came across the following Debt Repayment Worksheet template (click on the image to […]

Organizing Your Finances: Do You Have A Nominee Assigned For Each of Your Financial Assets?

Posted June 14, 2010 Vinaya HSLeave a commentPosted in Finance

[sniplet organizing your finances] One of the most common mistakes that we make is to not assign a nominee for each of our financial assets especially when this facility is readily available to us. We know the value of assigning a nomination but somehow procrastinate from doing so. And at times, we do assign a […]

Organizing Your Finances: Each Bank Account That You Have Should Financially Justify Its Existence

Posted May 10, 2010 Vinaya HSLeave a commentPosted in Finance

[sniplet organizing your finances] Just a couple of years back, I had a good number of bank accounts — a couple that were opened as part of employment and others that I had opened on the spur of the moment. The result: too many accounts, statements, minimum balances, phone numbers, user names, passwords, transaction passwords, […]

Organizing Your Finances: How to Create an Annual Expenses Savings Chart?

Posted May 3, 2010July 27, 2010 Vinaya HS1 CommentPosted in Finance

Each Monday morning, I plan to post my thoughts on Organizing Your Finances. Through this series, I hope to share a tip or two that address a common problem that many of us face in our daily lives — that of organizing our finances. I’d love to hear your thoughts on this initiative and would […]

Organizing Your Finances: Do You Know What Your Annual Expenses Are?

Posted April 26, 2010July 27, 2010 Vinaya HSLeave a commentPosted in Finance

Each Monday morning, I plan to post my thoughts on Organizing Your Finances. Through this series, I hope to share a tip or two that address a common problem that many of us face in our daily lives — that of organizing our finances. I’d love to hear your thoughts on this initiative and would […]

Organizing Your Finances: Do You Know What Your Free Cash Flow Is?

Posted April 19, 2010April 16, 2010 Vinaya HS1 CommentPosted in Finance

Each Monday morning, I plan to post my thoughts on Organizing Your Finances. Through this series, I hope to share a tip or two that address a common problem that many of us face in our daily lives — that of organizing our finances. I’d love to hear your thoughts on this initiative and would […]

Organizing Your Finances: Do You Have All Your Income Tax Returns Safely Filed and Available?

Posted April 12, 2010April 11, 2010 Vinaya HS3 CommentsPosted in Finance

Each Monday morning, I plan to post my thoughts on Organizing Your Finances. Through this series, I hope to share a tip or two that address a common problem that many of us face in our daily lives — that of organizing our finances. I’d love to hear your thoughts on this initiative and would […]

Organizing Your Finances: Do You Have a Complete Picture of Your Debt?

Posted April 5, 2010March 30, 2010 Vinaya HSLeave a commentPosted in Finance

Each Monday morning, I plan to post my thoughts on Organizing Your Finances. Through this series, I hope to share a tip or two that address a common problem that many of us face in our daily lives — that of organizing our finances. I’d love to hear your thoughts on this initiative and would […]

Proudly powered by WordPress | Theme: Sydney by aThemes.