It All Comes Down To Two Desires
13.02.25
When planning for retirement, every financial decision, whether about spending, saving, or investing, is shaped by two fundamental desires: financial security and financial freedom. Financial security is the need to…
10 Wake Up Calls That Tell You To Sort Out Your Finances
04.02.25
Have you started getting a feeling that maybe your money isn’t in the best health and that you should really start doing something about it? If so, here are 10 signs…
Why You Need to Know Your Lifetime Priorities
12.01.25
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…
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…
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…
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