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…
Most Investors Are Like Wildebeest But You’re Smarter Than That.
16.09.24
The grasslands of the African savannah teeming with vast herds of migrating wildebeest are a wonder of the natural world. Their journey following the monsoon rains has been repeated for…
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…
Should I Pay Off My Mortgage?
02.09.24
This is an updated post. It was originally published in September 2017. You’ve got to the point where you are asking yourself “Should I pay off my mortgage?”. Maybe the…
This Is Probably The Biggest Mistake DIY Investors (& Advisers) Make
28.07.24
Here’s a list of things you wouldn’t do: – Drive only looking in the rear view mirror, – Pick the winner of the Grand National based on last year’s, –…
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…
5 Retirement Planning Misconceptions
18.07.24
Retirement planning can be a minefield which usually results in one of two behaviours: sticking one’s head in the sand to avoid worrying about it at the time or being…
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…
Your Pension Fund Doesn’t Care If Your Boiler Breaks Down (& Other Reasons Why Buy To Let Investing Isn’t The Panacea)
07.07.24
If I had a £1 for every time someone said to me they are interested in buy to let investing I would be on a beach somewhere right now (or…
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