Business and Finance Studio

Posts Tagged ‘Personal Financial’

In this blog we always talk about how important it is to plan expenditures and establish a consistent savings plan. Bankinter has launched a new advisory service for saving, setting targets to achieve medium to long term, we can help in this task is often quite complicated.

This “Personal Financial Planning” offers a customized plan, according to their risk profile, and trying to maximize savings and maximize tax advantages. It also takes into account changes in the life of any person and their diverse financial needs: marriage, buying a home, children, retirement etc.

With these data, we estimate the changes to future revenue, expenses and assets of the client, depending on your current situation and considering three scenarios: pessimistic, optimistic and normal. Then, it is proposed to not only an investment portfolio, but a regular contribution plan that can be adjusted year to year depending on market trends and customer needs. Read the rest of this entry »