Consumer Question: What is the Best Stock/Bond Allocation for Someone in Their Late 50s?
26.04.22
This question was posed to me recently via an online forum. The full context is the consumer who posted the question is 59 and intends to draw on his pension in…
Oyster Time
13.09.21
A recently retired client of mine and I refer to this period of her life as ‘oyster time’. It’s a period of time just to sit and reflect. In her…
Ignoring The News
06.04.21
Ignoring the News I haven’t watched a news broadcast or read a newspaper for a very long-time. I can’t tell you how long but it can be measured in years….
Filling the Void
19.03.21
“Nature abhors a vacuum” This oft used quote is attributed to Aristotle and, because I wasn’t around at the time, I’m going to assume they were his words. His point…
The Biggest Fears of Retiring
12.11.20
For many people, the prospect of retirement fills them with dread; “30 years, what am I supposed to do with that?” I’ve found from conversations with people entering retirement this…
“The Bank of Cash is Getting Larger but the Bank of Time is Getting Smaller.”
15.09.20
We are all used to checking the balances of our bank accounts, these days we can do it in a matter of seconds on our phones. When it comes to…
10 Things To Do In Your Fifties To Ensure Financial Security
21.05.20
When you get into your fifties life can feel like it’s picking up the pace a bit, the years go by more quickly and the thought of life after work…
Now Is a Good Time To Get Your Money Sh*t Together
06.05.20
Like many people, you’ve always promised yourself that you will get on to the difficult jobs when you have more time. These jobs might include a good spring clean of…
6 Reasons Why A (Good) Financial Planner Is Like Your Doctor
28.01.20
I was wondering the other day who do doctors and other medical professionals compare themselves to? What I mean by that is, in the financial planning profession (and probably many…
An Emoji Guide to Financial Planning
11.10.19
If you have ever: set up your own business, started a diet Trained for an endurance event got married It will have involved an element of planning. You will have…
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