Retirees, don’t overlook the surprising risk of underspending in retirement
Spending too much money in retirement is a common fear. Yet, some retirees struggle with the opposite challenge – they spend too little. Read on to find out why and what you can do if…
Investing 101: 5 essential questions you need to answer to balance risk
When you’re making investment decisions, balancing risk is an essential part of the process. Creating a risk profile can help you understand which investments are appropriate for you. Last month, you read about the benefits…
Planning to downsize? Here are 3 excellent reasons it could make sense
Downsizing your home as you get older is a common step. If it’s something you’ve been thinking about, there are great reasons to take the leap. Yet, research also suggests many people don’t go through…
5 compelling non-financial reasons to work with a financial planner now
When you first seek financial advice, your goal may be to grow your wealth or make the most of tax-efficient allowances. A financial planner can provide support in these areas, but the benefits could have…
Why inaction is a crucial part of successful investing
When you think about investing, it’s probably the actions you take that come to mind. That could be researching a fund or actively investing in a company by purchasing shares. However, the steps you don’t…
Should you lock in your savings interest rate now?
Over the last 18 months, interest rates have increased and the rate your savings could earn has slowly been rising. However, with some experts predicting they will begin to fall towards the end of the…