
ENRICHWISE - Finance/TAX - Channel
May 30, 2025 at 01:17 PM
Planning Your Financial Future as a Couple at 42! 👩👩👦👦💰
At age 42, managing finances for a family with kids aged 8 and 5 requires a smart, well-structured plan. This financial roadmap focuses on balancing needs, wants, and investments to ensure both short-term stability and long-term wealth creation.
Key Financial Moves:
✔️ Purchase ₹25 Lakh Mediclaim + ₹1 Crore Top-Up for health security
✔️ Invest in a ₹3 Crore Term Plan to protect your family
✔️ Maintain and grow your emergency fund
✔️ SIPs diversified across different funds to balance risk and return
This structured plan helps you focus on your priorities—covering essentials, enjoying life, and building wealth for the future. Remember, financial discipline today paves the way for a secure and comfortable retirement tomorrow.
Start your financial planning journey today! Your future self will thank you. 🚀💼
Call us at 98218 60804, 96533 87088, or 83694 18292, or visit us at 5th Floor, Bellona, The Walk, Hiranandani Estate, Thane (W) 400 607 for Investments, Insurance & Tax Advisory.
Disclaimer: Enrichwise is an AMFI registered MFD. This content is for informational purposes only and does not constitute financial or investment advice.
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