Finance

Financial Management Tips to Manage Your Personal Finance

“It is not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for”- Robert Kiyosaki

An urge for leading an unnecessary luxurious lifestyle and buying unrequired stuff, that is simply everywhere around us nowadays, can make Financial Management, finance budgeting, investing and saving some bucks very difficult. Managing your personal finance in a right way can surely be fruitful to help you achieve all your financial goals. So, read till the end of this personal finance blog to understand some important money allocation tips!

Create a Budget and Understand Your Income and Expenses

Start off by creating a suitable budget for yourself. You don’t have to limit yourself but study your income and expenses.  Keep all your receipts and figure how much money you need and how much money you have spent. So, do the math at the end of every month and figure out the final amount that you save each month.

Start Clearing Your Debts for Financial Management

Debt, the most stressful word. Debt is perhaps the most important thing that everyone needs help with to build a stable Financial Management. Do you have credit card debts, student loans and any other debts? Try to consolidate your debt and try to attain less interest rates. 

Cut Down or Eliminate Fruitless Expenses

Don’t be a shopaholic! Don’t buy that beautiful black dress just because it’s on sale. Don’t pay unnecessary money on those junk foods. We all know that it is not healthy if you are eating that on a daily basis. Cancel that gym membership that you have visited only thrice in a month and switch on to exercising at home. So, in the end, it’s all about how you spend your hard-earned money.

Keep an Emergency Fund

Life is unpredictable. What if you lost your job or your car suddenly breaks down? In these situations, an emergency fund is an ultimate saviour.  Hence, an emergency fund is very important for your Financial Management. Do not touch that money, just keep it as it is for your emergency situations only.

Keep Aside Some Bucks for Retirement

If you want to be chilling at a beach under the sun and sipping cocktails after your retirement, then start saving some bucks for retirement. It might sound too far off but it’s important. After figuring out your savings, just set aside at least 10% to 15% of your annual income. You can also invest in some retire investment plans.

Be Careful with Your Credit Card and Learn About Your Credit Score

It is essential to have a credit card even if you rarely use it. If your credit score is 750 or above, then it enables you to get lower interest rates and plays an important factor in various loans, credit cards, mortgages, and other reported debts. So, it has a clear impact on determining whether you are creditworthy or not. Work on keeping your credit balances low and credit scores high.

Choose Smart Investment Methods

“Never depend on a single income, make an investment to create a second source.”- Warren Buffet

Invest your money correctly so that it creates another source of income. Don’t let your money sit still on your bank accounts. Let it earn some extra bucks for you. Let’s explore some investment options in this personal finance blog.

1. Create a Savings Account iug

Everyone should have a savings account. It’s risk free and you can take the money out anytime. However, the interest rates are quite low that is around 4% (varies from one bank to another).

2. Invest in Fixed Deposits

Fixed deposit is one of the risk-free investment option. But the interest rates are little higher than savings accounts which is around 6% (it varies from one bank to another bank). It comes with a fixed tenure along with fixed returns.

3. Invest in Stock Market

You can also choose to invest in individual stocks and stock mutual funds. With the help of the best stock research tools, you can keep an eye on various stocks before investing.  Look for companies with lower debts, higher RoE (Return on Equity), and RoCE (Return of Capital Employed).

4. Invest in Mutual Funds

Mutual funds investment can be another great investment option. You can choose as per your requirement among equity mutual funds, debt mutual funds, hybrid mutual funds, etc. If you are investing your money in an equity fund, then your money will be invested in multiple stocks. In case of a debt fund, your money will be invested in fixed-interest generating bonds like government bonds, corporate bonds, treasury bills, commercial papers, and various other profit instruments. And, if you are choosing a hybrid fund, then your money will be invested in bonds as well as stocks. Hence, mutual funds investment is very much profitable if you learn enough about them. 

Don’t Forget About Your Health

Invest in mutual funds, stocks, FDs, etc but you should never forget to buy a health insurance plan. After all, health comes first. And, even one can also save income tax by purchasing a life insurance plan.

Use Smart Methods to Save Income Tax

In India, one can choose various income tax saving methods such as purchasing life insurance, investing in PPF and ELSS, etc. You need to have knowledge about various sections such as 80C, 80D, 80E, 80GG, 10(13A). So, tax planning becomes another important aspect to have financial stability.

So, take the help of this personal finance blog and start managing your finance perfectly! 

This post was last modified on 22/04/2021 11:29 AM

TGI Team

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