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Lifecycle of Financial Responsibility

Understanding the Lifecycle of Financial Responsibility

As a common man we all need to plan our financial needs, we common man have a very old traditional culture of savings. From the old age we have various tendencies from our old age to save for our small needs.

Traditionally we use to have Gullak from the childhood to adapt a tradition of saving, we are being taught to save for emergency and for future plannings.

Necessity and priorities changes with human age life cycle.

Human life cycle can be described in various phases of age and well defined with responsibilities.

Phase 1                               Nascent                                             age                       0 to 10

Phase 2                               Adolescent                                        age                        11 to 20

Phase 3                               Youngster                                          age                        21 to 28

Phase 4                               Parental                                            age                        29 to 50

Phase 5                               Senior parental                                  age                        51 to 65

Phase 6                               Senior retirement                               age                        66 onwards

 

We have as a common man responsibility, to learn and adapt financial planning with different phases.

I will try to describe various possible responsibilities for planning at different ages.

Phase 1: Setting the Foundation (Age 0-10)

In this phase we are dependent on our parents but parents have the responsibilities to teach basic saving habits for example

They can provide gullaks and ask them to deposit the money whatever they receive from parents and various visiting friends and every six months take the money either buy the amenities like toys or invest the amount in various investment aps

Child will learn the value of saved money here when he receives toys of his choice from his savings

THIS HABIT WILL FURTHER NURTURE THE GENES TO SAVE THE MONEY FROM CHILDHOOD.

Phase 2: Cultivating Responsibility (Age 11-20)

In this phase the child has grown enough to understand the saving and to value the saving , now try to make the child save in the minority accounts and make them responsible to learn how to spend the saved money at the highest priority values.

This habit will make them avoid the overspending the money with friends, healthy spending habits make child responsible for future. Always keep an eye on the children spending money habits so that they don’t get involved in wrong habits this financial education makes the mature enough for future.

Phase 3: Building for the Future (Age 21-28)

This is the phase which is most important age where an individual bridges his plan for future financial growth. Since the individual either completes his higher education, and gets the earning opportunity with career placements. Or individual prepares for various government jobs during this phase also individual tries to earn for expenses.

 

During this phase of initial earning startup, we can opt for small savings

  1. Mutual fund Sips
  2. Shares if you understand the market and has the sound knowledge (no intraday)
  3. Health insurance
  4. Go for traditional insurance since earlier the cost of insurance is lower
  5. Real estate investment can be done if you get a good joining and a good package.
  6. Some cash savings should be initiated for emergency funds

Phase 4: Family Planning (Age 29-50)

This is a phase when an individual is married and starts planning for future of children.
now he has to understand the added responsibilities of family.

Now the planning has to be serious and long term.

  1. Family security planning for long term death benefits, traditional insurance.
  2. Family health insurance plan for wife child for emergency like pregnancy and child health.
  3. Saving for child education and marriage for this you can plan for SIP (sip ca be as small as Rs 100 monthly just like Gulak in child hood)
  4. You should plan for every ten years phase, twenty years phase and retirement phase
    1. First ten years saving should be short term
    2. Next twenty years savings should be planned at bigger vision like house higher education.
    3. There should be no burden on children after retirement due to medical unfit and after 60 years.

Phase 5: Senior Parental Responsibility (Age 51-65)

This is a phase where you have to plan for higher education, marriages of children and retirement after age of 65 when you are not fit to work further.

Phase 6: Retirement (Age 66 onwards)

You need to be well equipped in this age that you are not financially dependent on your children, you need to free and be supportive to your children so if struggling your children are well settled.

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