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Category Archives: Financial Planning

How to Increase Your Generosity While Not Jeopardising Your Retirement

Financial Planning, Inheritance Tax Planning, Legacy Planning, Retirement, Social Impact Investing

How are you going to get the best, most fulfilling life possible with the money you have once you retire? Study after study has shown that retirees who spend their time and money on experiences are much happier than those who just buy stuff. Charitable giving can be a particularly meaningful way to keep yourself […]

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Get Your “House” in Order Before You Retire

Financial Planning, Retirement

Get Your “House” in Order Before You Retire “Does this spark joy?” Millions of people are asking themselves this question about their homes and possessions thanks to Marie Kondo and her wildly popular decluttering philosophy. Once the kids are moved out, it’s just you, your spouse, and whatever is still boxed up in extra bedrooms […]

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