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Janice Bourne, CPA, PC


www.dexknows.com _cpa_pc-b937213 For all of your tax preparation and financial planning advice, give Janice Bourne, CPA, PC a call today. We help you sort through the intricacies of the tax process. We work for individuals and businesses alike. We can do financial planning and consulting. Everything we do is suited to your budget and satisfaction.

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How to manage risks when investing in stocks.wmv


Mr. Harbinder Singh Mehra is Founder & Editor at PensionIndia.com & Partner PRRSAAR Financial Planners & Trainers LLP. He is also visiting faculty & trainer at institutions like IBS, ICICI & various Mutual Funds and is widely quoted in leading journals like Mint and Economic Times. He is a strategic coach and practice management advisor to successful professionals & businesses, and has served as a comprehensive wealth advisor to private & retail clients. Over16 years in the investment business has given him depth of knowledge in the practice of personal financial planning and in the field of investment management, portfolio management & risk management. As a practicing CFP he has developed the capacity for translating complex financial ideas into clear, understandable advice. Integrity, interpersonal skills and the achievement of results have gained for him the respect of professionals and associates with whom he has worked. He is privileged to serve an elite group of high-performance advisors with whom he has developed lasting, quality relationships. In recognition of his efforts & contribution to ABN AMRO retail products none other then the CEO of ABN AMRO bank has recognized him as “All India Winner” in Amsterdam, Holland in the year 2001. Apart from launching start up brokering firms like Vivek Insurance Planners (p) Ltd, Mr. Mehra is founder member & CEO of PensionIndia.com. Having seen many ups & downs of retail consumer finance and equity markets, he has

Financial Services
Wealth Management



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Episode 111 – Easter Special 2011


Time for another silly one, I feel. Three tenuously Easer-related financial tips for you, and some self-indulgent fun before that.

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Epsiode 121 – Long Term Care Provision


Who provides care? How is it provided and how are people’s needs assessed. In this video, I cover the basics of the two types of care, medical and social, and who is responsible for providing each.

Financial Services
Wealth Management



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Episode 112 – Working with an Adviser II – The First Meeting


In the second part of our mini-series about working with an adviser, I talk about what to expect and what to make sure is covered in the first meeting with a financial adviser.

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