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…
Category: Financial independence
Read the latest news and thoughts from our Financial Planner, Andrew.
Hierarchy Of Spending Needs
28.10.24
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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…
Mind the Retirement Income Gap
10.01.24
It used to be easy; you’d work all your career for one company, get to 60 or 65 then retire with a healthy final salary pension plus your State Pension….
18 Signs You Could Be Ready For Retirement
06.01.24
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…
