3 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 […]
View Article“Oil falls on middle-east uncertainty.” When financial markets are volatile, you often hear that “uncertainty” is the cause. This suggests that uncertainty comes and goes, but because financial markets are forward looking, and because the future is unpredictable, investors must cope with uncertainty all the time. That can be hard, especially in volatile periods when […]
View ArticleTime flies when you’re a parent. Just when you’ve wrapped your head around the demands and responsibilities of raising a child, you turn around and your little bundle of joy is ready to head out into the world. This empty nest transition can be very emotional. But this change should also be […]
View ArticleWe’re delighted to let you know that we have been shortlisted for the Professional Adviser Awards 2019 in the Adviser Firm of the Year – Scotland and Northern Ireland. We’ve been shortlisted before in 2015 and are really pleased to be back in the final four firms. Unlike some awards which you can pay for […]
View ArticleIs How You Use Your Money Aligned With Your Values? A hamster in a wheel. Have you ever watched a hamster running in a wheel? All that running, all that effort, day after day after day … But the poor little critter never really gets anywhere, does he? Many of us feel […]
View ArticleThe Pros and Cons of Lighting a FIRE Under Your Retirement Goals A popular online movement wants to make 40 the new 65. I’m fascinated by it and follow some of the blogs and stories with interest. FIRE stands for Financial Independence Retire Early. The idea is that by working as hard as you can […]
View Article3 Ways to Know When You Are Ready to Retire There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that. While age is still an important factor, your ability to connect your financial resources to your lifestyle goals is what […]
View Article5 Next Steps When You Are Concerned About an Aging Parent As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with settling their estates. There’s no […]
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