Site icon The Moneyplanting Program on Employee Financial Wellness | Vinod Desai

Old Versus New Income Tax Slab

Do you have an ongoing home loan?

Do you plan to purchase an additional health insurance policy for you and your dependents?

Do you plan to buy a term life insurance policy?

Do you have an ongoing education loan?

This year, how much do you plan to invest per month towards your long term future?
[Long term investments like Equity mutual funds, NSCs, PPF, VPF]

Do you plan to invest in NPS this year?

If you live in a rental property, will you be able to provide rental proofs?

Do you plan to travel to a faraway destination this year? This could be a trip home or a vacation.

Do you foresee a major expense coming up within the next three years?
[Expenses like an expensive post-graduation course, wedding, down payment for a house]

Exit mobile version