Planning

Articles about planning: practical personal finance literacy and financial education from nidhi.

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BuildingFor those comfortable with the basics

Putting the pieces together. Budgets, savings systems, and first investments.

What's covered: Budgeting, risk, asset classes, investment accounts, diversification, financial independence intro, multi-currency, real estate, loan terms, passive income, goals, dashboard, health metrics, taxes
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Start here
11 min readJun 3
Getting Started: Investment Accounts, Automation, and Your First Steps

You've learned what the asset classes are. This is the step between 'I should invest' and money actually flowing into a portfolio every month.

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New
10 min readJun 5
Taxes and Your Financial Plan: How Taxation Affects Every Decision

Taxes reshape every number in your financial plan: take-home pay, investment returns, retirement income. Ignoring them just makes you misread your progress.

buildingtaxesplanning
New
13 min readJun 8
Tax-Advantaged Accounts: Where to Hold Your Investments

Where you hold an investment can matter as much as what you invest in. Tax-advantaged accounts often save more than any fund-selection decision ever will.

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New
9 min readJun 10
Rebalancing: How to Keep Your Portfolio on Target

Markets move; your target allocation doesn't. Rebalancing pulls your portfolio back to its original risk profile by selling what's up and buying what's down.

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