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…
Empires Don’t Last Forever. Successful Investors Need That Mindset.
09.02.24
The Roman Empire lasted 500 years and reached as far as Northern England, the Middle East and North Africa. The Mongol Empire lasted 160 years and was the largest continuous…
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…
15 Questions to Answer Before You Transfer A Company Pension
19.01.24
Should You Transfer A Company Pension? I met with a couple the other day to discuss the option of them transferring an old company pension (a final salary or defined…
Mind the Retirement Income Gap
10.01.24
It used to be easy; you’d work all your career for one company, get to 60 or 65 then retire with a healthy final salary pension plus your State Pension….
18 Signs You Could Be Ready For Retirement
06.01.24
Are you wondering if you are ready for retirement? Are you still working but wondering if it is time to stop? Perhaps you have doubts about it and are fearful…
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?…
“You Don’t Know What You’re Doing!” The Evidence That Shows Predicting Markets Is Futile.
12.12.23
Whenever a team in any tier of the football league is doing badly the popular refrain from the terraces is “You don’t know what you’re doing.”. It serves as a…
Lifetime & Help To Buy ISAs: The Investments That Help Your Children Onto The Property Ladder.
30.11.23
A client contacted me recently with questions about his daughter’s Lifetime ISAs (LISAs), which has inspired me to write this post. His daughter has saved into two LISAs and has…
Busy, But Not Fulfilled
28.11.23
I’ve lost count of the number of times a retired client has said something along the lines of “People said to me, once you are retired, you’ll wonder how you…
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