14 Retirement assumptions you may later regret
02.12.24
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…
Category: Financial independence
Read the latest news and thoughts from our Financial Planner, Andrew.
14 Retirement assumptions you may later regret
02.12.24
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10 Strategies for a Successful Retirement Transition
26.11.24
As you approach the end of your career you may be struggling with the decision about whether you retire or not. For some people it’s an easy decision; they are…
Hierarchy Of Spending Needs
28.10.24
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…
Should You Plan For The Cost of Later Life Care?
14.10.24
For many retirees I talk with being able to manage the cost of later-life care is a top priority for them. I understand why this is the case but with…
You Wouldn’t Sail Across The Atlantic in A Rowing Boat: Managing An Investment Portfolio To Get You To Retirement.
30.09.24
The sea is a fickle mistress; sometimes calm and still, other times tempestuous. Investing for retirement can be similar; at times, your pension and investment plans may grow steadily, only…
Lots of Money, No Living Or Lots of Living, No Money? Why You Shouldn’t Be Either.
23.09.24
During retirement, the relationship between wealth and life satisfaction becomes more significant. It is also a dynamic where an over-emphasis on one can harm the other. A fulfilling retirement lies…
The Second Year of Retirement: That Difficult Next ‘Album’. And How To Successfully Produce It.
09.09.24
Retirement is a significant milestone, the start of a new chapter, marking the end of a long career and the beginning of the next phase. For many, the first year…
The Five Most Important Questions To Ask For Your Retirement Planning
21.07.24
When it comes to retirement planning you will have a lot of questions swirling through your mind. The following are the five most important questions to ask for your retirement…
Will Your Loved Ones Be Locked Out of Your Financial Life When You Die? Managing Finances After Death
11.07.24
Mary (not her real name) faced additional stress and hassle after losing her husband because she couldn’t access their financial information. She didn’t know how to get into their joint…
The Majesty of Compound Interest
17.04.24
My daughter is learning to read and write. For a six-year-old, she seems to be doing pretty well and has a good grasp of one and two-syllable words. But, of…
