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…
Category: Money
Read the latest news and thoughts from our Financial Planner, Andrew.
Should You Plan For The Cost of Later Life Care?
14.10.24
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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…
The Silver Linings of A Crisis
26.01.24
The Great Depression, global conflicts, COVID-19. Nobody would want to live through these crises of the past again; the death tolls and economic costs can be counted but the true…
The Influence Of Life On Money & Money On Life.
05.01.24
Why do some people enjoy spending money and others prefer to save? Why do some people retire with little to live on and others have more than they can spend?…