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…
Fear and Opportunity: What the Rise of AI Means for You and Your Money
24.01.25
The pejorative term Luddite, derived from Ned Ludd, an 18th-century weaver, originally referred to textile workers in 19th-century Nottinghamshire who vandalised machinery out of fear for their jobs and livelihoods….
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…
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…
If Money Was Food: 14 Examples of The ‘Roll’ it Would Play
21.05.24
Money and food are two everyday essentials that we often have complex relationships with. While we generally show a great deal of interest in food, our enthusiasm for understanding money…
Funding Later Life Care Needs: A Guide for The Elderly & Their Family
08.05.24
Care home fees planning is a difficult time. Moving into a care home is an experience nobody wants to have; the loss of freedom and dignity is scary for the…
Lessons From An Elephant In The Peanut Factory – How To Avoid Financial Regret.
15.04.24
Fans of The Simpsons may remember the episode in which Bart unexpectedly wins an elephant. In the whimsical style of the Simpsons, the elephant escapes and wreaks havoc through a peanut…
Stories Differ But The Arc Stays The Same. As With Fiction, So To With Life.
01.03.24
Homer’s Odyssey follows the epic journey of Odysseus as he struggles to return home after the Trojan War. Facing numerous obstacles, including encounters with mythical creatures and the wrath of…
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