what are the different types of personal financial?
16888
It encompasses budgeting, banking, insurance, mortgages, investments, retirement planning, and tax and estate planning. It often refers to the entire industry that provides financial services to individuals and households and advises them about financial and investment opportunities.
1098647
['Savings Accounts.', 'Money Market Accounts.', 'Alternative Investments.', 'Certificate of Deposits (CD)', 'Roth IRA.', 'Checking Accounts.', 'Short-Term Bond Funds and ETFs.', '5-Year Treasury Inflation Protected Securities.']
716123
['iShares.', 'BMO.', 'Vanguard.', 'Horizons.', 'RBC.', 'First Asset.', 'PowerShares.', 'Mackenzie.']
750715
The three phases of your financial life are the accumulation phase, preservation phase, and distribution phase.
1234489
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
913440
There are 4 main types of adult ISAs available (Cash ISAs, Investment ISAs, Innovative Finance ISAs, and Lifetime ISAs) and they're subject to strict rules.
802001
['debt securities (e.g., banknotes, bonds and debentures)', 'equity securities (e.g., common stocks)', 'derivatives (e.g., forwards, futures, options, and swaps).']
1200570
['Savings Bank Account: The simplest and the easiest way is to keep your money in a Savings Bank Account. ... ', 'Short term Fixed Deposits(FDs): ... ', 'Short term Mutual Funds: ... ', 'Liquid Funds: ... ', 'Fixed Maturity Plans: ... ', 'Equity Linked Saving scheme(ELSS): ... ', 'Arbitrage Funds:']
802224
['Mutual Funds. ... ', 'Investment Bonds. ... ', 'Index Investing. ... ', 'Stock Market. ... ', 'Real Estate. ... ', 'Crowdfunding. ... ', 'Conclusion.']
1073418
['Fixed Deposits. Ah, good old fixed deposits. ... ', 'Bonds. ... ', 'Amanah Saham. ... ', 'Unit Trusts / Mutual Funds. ... ', 'Real Estate Investment Trusts (REITs) ... ', 'Exchange Traded Funds (ETFs) ... ', 'Stocks / Shares. ... ', 'Peer-to-Peer Lending.']
204782
['Savings accounts. ... ', 'Short-term corporate bond funds. ... ', 'Short-term US government bond funds. ... ', 'Money market accounts. ... ', 'Certificates of deposit. ... ', 'Cash management accounts. ... ', 'Treasurys.']
568594
['Stocks. A stock is an investment in a specific company. ... ', 'Bonds. A bond is a loan you make to a company or government. ... ', "Mutual funds. If the idea of picking and choosing individual bonds and stocks isn't your bag, you're not alone. ... ", 'Index funds. ... ', 'Exchange-traded funds. ... ', 'Options.']
88141
['Banking.', 'Professional Advisory.', 'Wealth Management.', 'Mutual Funds.', 'Insurance.', 'Stock Market.', 'Treasury/Debt Instruments.', 'Tax/Audit Consulting.']
156961
['401(k)/403(b) Employer-Sponsored Retirement Plan.', 'Traditional IRA/Roth IRA.', 'Health Savings Account (HSA)', 'Municipal Bonds.', 'Tax-free Exchange Traded Funds (ETF)', '529 Education Fund.', 'U.S. Series I Savings Bond.', 'Charitable Donations/Gifting.']
848104
['(1) determining your current financial situation.', '(2) developing financial goals.', '(3) identifying alternative courses of action.', '(4) evaluating alternatives.', '(5) creating and implementing a financial action plan, and.', '(6) reevaluating and revising the plan.']
514211
There are mainly three types of accounts in accounting: Real, Personal and Nominal accounts, personal accounts are classified into three subcategories: Artificial, Natural, and Representative.
707210
['Corporate Finance.', 'Investment Banking.', 'Commercial Banking.', 'Asset Management.', 'Real Estate.', 'Personal Financial Planning.']