Anika Patel

Anika Patel boasts an extensive understanding of financial markets from her tenure at Goldman Sachs and roles such as Portfolio Manager and Financial Advisor. With degrees from Stanford and Wharton, she's also an author and adjunct professor, advocating for financial literacy among marginalized communities. Anika's work, praised for breaking down complex concepts into digestible steps, centers on personal finance, investment strategies, and wealth management, with a keen interest in ESG investments.

What Is A Good Retirement Income?

I’ve been an avid reader of your articles and have particularly appreciated your insightful and practical advice on financial planning. Your recent article on “How Much Money Do You Need to Retire?” has prompted me to think more seriously about my own retirement planning, but I’m left with one lingering question: What constitutes a “good” … Read more

Wealth Management 101: Strategies for the New-Age Investor

man using the computer

Wealth management, at its core, is the art and science of making, saving, and growing money. While the basics of this discipline have remained relatively consistent over time, the rapid advancements of technology and evolution of financial markets have changed the landscape considerably. Today’s new-age investors must grapple not only with traditional investment vehicles but … Read more

How Much Money Do You Need to Retire?

Elderly retired woman with her savings in a jar

Retirement planning is a crucial part of any financial strategy. However, one common question often perplexes individuals: how much money do you need to retire? This post will guide you through some critical considerations to help you answer this question. Identify Your Retirement Lifestyle Goals Your retirement lifestyle goals significantly impact how much you’ll need … Read more

What To Do With Your 401(k) After a Layoff

dealing with a layoff can be stressful, but understanding your options can make the journey less daunting. Remember, your 401(k) is a long-term investment for your retirement. Making informed decisions about it now will pay dividends in the future. You’ve spent your career in the tech industry solving complex problems, and with the right information and support, you can tackle this one too.

Financial Literacy: Empowering Marginalized Communities

Financial literacy is a powerful tool for economic empowerment, providing marginalized communities with the knowledge and resources to navigate the financial system effectively. By investing in financial education and fostering an environment of financial inclusion, we can help to break the cycle of poverty and enable all individuals to take control of their financial futures.

हमारे भविष्य में निवेश: ईएसजी निवेश की शक्ति और संभावनाएं

वित्त की हमेशा बदलती दुनिया में, एक प्रवृत्ति ने ध्यान आकर्षित किया है जिसे नजरअंदाज करना मुश्किल है। पर्यावरणीय, सामाजिक, और शासन (ESG) निवेश, जो कभी एक निचे क्षेत्र था, आधुनिक निवेश रणनीतियों का एक महत्वपूर्ण हिस्सा तेजी से बन रहा है। ईएसजी निवेश की आकर्षण शक्ति इसमें है कि यह सकारात्मक परिवर्तन को बढ़ावा … Read more