Is QSBS Worth It?
If you’ve ever worked at a startup or invested in one, you’ve probably heard someone casually drop the term QSBS. It stands for Qualified Small Business Stock, and while it …
Is 20 Years in The Military Worth the Retirement?
One of the most fascinating and difficult questions I’ve ever tried to answer goes something like this, “So, is staying 20 years to retirement worth it?” I’ve given various answers, …
FD Rates Guide for Independence Day 2025: Best Plans to Consider
While India prepares to celebrate its 78th day of independence, conversations about financial freedom occupies the center of the stage. For many, this national landmark is more than a patriotic …
Chalk Talk: The One Big Beautiful Bill: What It Means for You
Chalk Talk: The One Big Beautiful Bill: What It Means for You Posted by Anna Sergunina on Jul 24, 2025 “Real Money Questions. Expert Answers” When:August 7, 20253:00 pm Eastern; …
What Happens if Policy Holder & Nominee die?
.We recently faced a black day in Indian Aviation history- the crash at Ahmedabad. A tragic event. However, it forced me to consider the longevity of our plans. We have …
What’s the Effect of the New Tax Bill for Founders and Tech Professionals
If you work in tech, there’s a good chance this new tax bill affects you. Whether you’ve got equity, side income, startup investments, or you’re just someone with a solid …
More Money Can’t Solve All Your Problems
I used to think that earning more money would fix all my problems. I was dead wrong. You can’t earn your way out of a bad financial plan (or lack …
Which Mediclaim Plan Offers the Best Coverage for Individuals in India?
Having a good medicine policy is essential in today’s accelerated world. With increased health costs, quality medical care in India usually bring a high price. A policy of appropriate medicine …
Retirement Resilience: How to Stay Steady in an Unsteady Market
Retirement Resilience: How to Stay Steady in an Unsteady Market Posted by Vida Jatulis on Jul 25, 2025 Retirement should bring financial freedom and peace of mind—not stress about market …
ITR Returns of a Deceased Person in India
Unfortunate death in family is really a vacuum the family deals with. But with death, the family members have responsibility to follow norms of the land and comply with tax …