Are you wondering if you are ready for retirement? Are you still working but wondering if it is time to stop? Perhaps you have doubts about it and are fearful…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
When you get to retirement it is easy to think your investing is done. You’ve grown your wealth, now you sit back and enjoy the fruits of your labour. If…
If you know why you work and why you play, If you can look after your future you the same as your current self, If you know what is important…
In my experience, when thinking about their wealth, most people (and sadly, all too often, financial advisers) want to know that they have the ‘best’ pension/ISA/Investment Portfolio (delete as appropriate)….
If you struggle to prioritise your spending and find you have more month left at the end of your money or you aren’t putting enough away for the future you…
If you do any background research on investing it won’t be long until you come across the term ‘Volatility’. Investment professionals and financial regulators use it to define investment risk…
I had a conversation with a potential new client the other day who was battling with the prospect of retirement and was wondering what a successful retirement transition might look…
We make assumptions every day; we have to otherwise we would never get anything done. Most of the time the assumptions we make are either correct or immaterial if they…
When I first meet with prospective clients the majority of the initial meeting is spent understanding their lifetime priorities. The money takes a back seat in the discussion. This may…
Don’t worry, it’s OK to spend savings in retirement, but it does come with a caveat. If you have been diligent during your working life you will have built up…