Gibson

Put Purpose in Your Financial Planning One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be to keep working and growing that nest egg as […]

According to a 2019 survey by the Society for Human Resource Management, the number of organisations offering informal phased retirement to some employees has risen by 15%. And while more broadly available formal programs are only offered by 6% of companies, many retirees are so focused on building their nest eggs that they never bother […]

The jobs we do for 40 hours every week – and the life that job provides for our families over decades – has a significant influence on how we view ourselves. That’s why many new retirees struggle with a loss of identity. Without familiar work routines, responsibilities, accomplishments, financial rewards, and social networks, some retirees […]

Imagine that you’re living in a tent on an open plain. One day you plant a tree. For the next 40 years, you water it. You protect it from harsh weather and animals. You never pick its fruit. You don’t climb it for fun. You don’t take a break and rest in its shade. You […]

It might sound a little strange but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers” have discovered that part-time jobs or volunteer positions allow them to keep a nice pace in life and find a balance among using their talents, […]

This is how to make a good decision when life throws you a tough choice No matter how thorough our planning is, life inevitably tosses curveballs at us. Often these challenging moments are linked to major life transitions that affect our families, our careers, and our money. Balancing these variables can make arriving at the […]

How will you spend your time in retirement? And how are you going to pay for it? Have a think about some observations you have made watching other people retire…. Are they positive? Negative? Most people don’t know what they want in retirement but they know that they don’t want any less than what they […]