Personal Finance Articles

Page 2 of 2

Program Budget

Pratik Kumbhare
Pratik Kumbhare
Updated on 20-Nov-2023 579 Views

Introduction Organizations may make wise financial decisions and guarantee the effective use of resources for program success by clearly understanding the program budget. We shall discuss the idea of a program budget and its function in financial management in this tutorial. We will look at how program budgets are made, how they are used to allocate resources, and what benefits and drawbacks come with using them. We will also give instances of program budgets from other industries to show how useful they are. Program Budget: Definition A program budget is a financial plan that specifies how money will be ...

Read More

Quarter on Quarter (QoQ)

Pratik Kumbhare
Pratik Kumbhare
Updated on 20-Nov-2023 1K+ Views

Introduction In business and finance, quarter-to-quarter (QoQ) analysis is a useful tool for analysing recent performance and making defensible choices. Metrics or data points from two successive quarters can be compared to spot patterns, gauge growth or decline, and assess the success of different tactics. Financial reporting, forecasting, budgeting, performance assessment, investor relations, and industry benchmarking all frequently use QoQ analysis. It enables data-driven decision-making for sustainable growth and offers insightful information on areas for advancement. Quarter on Quarter: Definition and Explanation Quarter on Quarter (QoQ) is the term used to describe comparing a particular measure or data point over ...

Read More

Zero-Based Budgeting

Pratik Kumbhare
Pratik Kumbhare
Updated on 20-Nov-2023 231 Views

Introduction The idea of zero-based budgeting and how it is used in financial management will be discussed in this tutorial. We will go through its purpose, traits, and main distinctions from conventional budgeting methods. We will also look at zero-based budgeting's advantages and disadvantages, emphasizing both of its strengths and weaknesses. Finally, examples will be given to show how zero-based budgeting might be used in real- world situations. Organizations can improve resource allocation and make better financial decisions by comprehending zero-based budgeting, increasing efficiency and effectiveness. Let us learn about zero-based budgeting, its benefits, challenges, and real-world examples in ...

Read More

Soft Credit Inquiry

Pratik Kumbhare
Pratik Kumbhare
Updated on 20-Nov-2023 224 Views

Introduction When you apply for a credit card or financing or a mortgage the first thing a lender checks is your credit score. In this process what the lender does is called an inquiry. Now when it's an inquiry by a lender it is a hard inquiry or often called hard pull. However, when a person or a company does an inquiry it is called a soft inquiry. There is a major difference between the two. Let us understand what a soft credit inquiry is and how it's different from a hard inquiry. Soft Credit Inquiry: Definition A soft credit ...

Read More

VA Loan

Pratik Kumbhare
Pratik Kumbhare
Updated on 20-Nov-2023 175 Views

Introduction A VA loan is a remarkable welfare of military service for eligible veterans, service members and surviving spouses. It empowers you to qualify for a low cost debt when purchasing or refinancing a home even if your credit is not perfect. If you are presently serving in the military or are a veteran, you may be entitling for a VA loan. If you are an impaired veteran, you will be eligible for more benefits. What is VA Loan? A VA loan is a type of government loan that is supported by the Department of Veterans Affairs (VA) of ...

Read More

Discretionary Trust

Praveen Varghese Thomas
Praveen Varghese Thomas
Updated on 26-Apr-2023 383 Views

Introduction Managing assets requires professional experience and legal advice. Discretionary trust is something that offers just that. It like a tree hierarchy where the trustee heads the trust and the beneficiaries follow. The trustee decides the number of beneficiaries this legal arrangement should have. As fiduciary duty is one of the main attributes of discretionary trust, the trustee acts in the best interests of the parties. Meaning of Discretionary Trust A discretionary trust is a legal arrangement in which a trustee holds and manages assets on behalf of beneficiaries. The trustee can distribute income and capital from the ...

Read More

Contribution Plan

Praveen Varghese Thomas
Praveen Varghese Thomas
Updated on 26-Apr-2023 364 Views

Introduction A contribution plan is a retirement plan for working class where the employee, and employer contributes a specific amount to the scheme. The invested money gets accumulated as the contributions progress. The returns on this plan are used for fulfilling individual's retirement goals.       Fig 1: Laying out ideas for Contribution Plan Define Contribution Plan When an individual or employer contributes a fixed amount to the retirement plan, it is said to be a contribution plan. The contributions are invested in mutual funds, bonds or even stocks. These funds are used to fund ...

Read More

Best Investment Options for Senior Citizens

Praveen Varghese Thomas
Praveen Varghese Thomas
Updated on 26-Apr-2023 261 Views

Introduction Fixed deposits are popular among senior citizens because they are safe and secure. However, there may be better options regarding returns and growth potential. As every person wants a peaceful post-retirement life journey, investing in high-risks can be somewhat a debatable thing. But going with an amalgam of choices that touches upon low-risk, mid-risk and high-risk can be an ideal combination for the investor. Alternative Options to Fixed Deposits for Senior Citizens Senior Citizen Savings Scheme (SCSS) − Backed by the government, this scheme is specially designed for senior citizens. It offers an attractive interest of ...

Read More

Annuitant

Praveen Varghese Thomas
Praveen Varghese Thomas
Updated on 26-Apr-2023 409 Views

Introduction An annuity is a finance product sold by an insurance company. It is a written agreement duly signed and agreed upon between the insurance company and the individual. The individual pays a certain amount of money initially or over time to the insurance company. In return, the insurance company promises to pay the individual a guaranteed income stream for a specific period or the rest of their life. Regarding financial planning, annuities are often considered a great way to generate a steady income stream for retirement. This is a contract between an individual and an insurance company. The individual ...

Read More
Showing 11–19 of 19 articles
« Prev 1 2 Next »
Advertisements