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 […]
View ArticleSocially 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 […]
View ArticleHow 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 […]
View ArticleHow 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 […]
View ArticleFinancial Planning, Investments, Legacy Planning, Retirement
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 […]
View ArticleThere 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. […]
View ArticleSeth Godin’s blog today had the following couple of paragraphs in it: “A professional is going to buy from someone like you. They’re going to have a process to review the process, a method, an experienced approach to obtaining what they need. A professional isn’t going to think she can do it herself and isn’t […]
View Article3 Life Insights from the Jeff and MacKenzie Bezos Divorce One of the reasons that divorce is such a challenging life transition is its public nature. A couple might keep their problems private as they try to work through them. But if a rift opens that can’t be mended, the couple will have to share […]
View ArticleHow to Ensure Your Life Wishes Are Granted Through Effective Estate Planning Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to […]
View ArticleDon’t Let a Declining Stock Market Lead to A Down Life Big red arrows, panicked TV news experts, and the echo chambers of our social media feeds can make stock market volatility seem much worse than it actually is. If you’re having trouble keeping a cool head about your own investments, take a deep breath […]
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