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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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, […]
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Improve Your Relationship with Money by Answering These 5 Questions Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money really means to them and how they can “get right” […]
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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 […]
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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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Socially responsible investing covers a broad range of issues. It’s a nuanced area and hard to nail down in a single blog post. It’s much better to chat it over face to face. Do you exclude certain sectors? Do you invest in so-called ‘sin stocks’ and rely on the investment manager attempting to change the […]
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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 […]
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How Does Your Retirement Savings Compare to Other People Your Age? “How am I doing?” That’s a big question that most people have when it comes to their money. One way we tend to look for answers is by comparing what we have to what our neighborus, friends, and family, have. Even though we know […]
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Financial Planning is About Making Your Life Plan a Reality Many who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about pensions, ISAs, or how much you’re saving. Instead, we begin by talking about you, not your money. Putting your life before your financial […]
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There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older. Some are worried about running out of money. Many parents want to keep supporting their children through some major life transition, like college, marriage, or buying a first home. […]
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