Making your present part of your financial plan could enhance your life
As financial planners, we often talk about the importance of working towards long-term goals and security. As part of your financial plan, you might be putting money into a pension for retirement or building an…
How a financial plan could alleviate your inflation worries
The uncertainty of how the cost of living will change during your lifetime can make long-term planning difficult. After all, how can you be certain how your expenses will change in 20 years or more?…
Why “safety in numbers” might not apply to investing
Being part of a group can make you feel like you’re less likely to fall victim to a mishap or other negative event. While the hypothesis might be true in some circumstances, the opposite may…
The value of financial planning: The intangible benefits that could boost your wellbeing
Consider the benefits of financial planning. If the first advantage that comes to mind is the opportunity to grow your wealth, you might be overlooking some of the intangible benefits that could improve your wellbeing….
10 unexpected effects of the work-from-home trend
The Covid-19 pandemic led to a huge rise in the number of people working from home. Four years on, 4 in 10 workers still work from home at least some of the time. Whether you…
3 useful options you may want to consider when passing on assets to your loved ones
There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors, from whether your loved ones could benefit from support now…