One of the most important tasks undertaken by a financial adviser is to help clients consider their life expectancy.
This is often a tricky subject to broach. Contemplating our mortality can be an uncomfortable scenario for …Read More
Incredibly generous offers made to people with “final salary” pensions have continued to convinced thousands of savers that swapping the guaranteed income offered by these schemes for a cash lump sum is a serious consideration.
Such …Read More
As previously mentioned in my recent blog “Spenders vs. Savers: How they can meet in the middle”, I mentioned a meeting with renowned psychologist and best-selling author, Dr Peter Collett. The meeting was absolutely fascinating! We …Read More
Further to my recent blogs around retiring in “Switzerland” and “Germany”, I have now explored and enclosed my top 10 tips for retiring in Spain.
Thousands of expatriates make the decision to move to Spain every …Read More
Having recently carried out a study on people wanting to retire overseas, I have completed the necessary investigation on potential locations and the reasons why they could be your ideal retirement location. I have recently …Read More
I am exploring the retirement relocation options and have recently released blogs on my 10 reasons why certain locations could be the perfect retirement home for you. Germany and Spain have been released to date, …Read More
Further to my recent blog “Counting Sheep at night?”, I thought I would expand further on why money causes stress.
I believe money issues are the number one worry of Britons. Why is money such a major …Read More
If you are like many investors, you may see retirement as the end of a long financial journey. After all, you’ve been saving your hard-earned money for so many years to get to retirement, right?
Not …Read More
When comparing individuals and their financial habits, it often comes down to dividing people by what they are. Are you a spender? Are you a saver?
Savers tend to be only willing to use the money …Read More
You are on your way back to the United States after spending some time living outside the country. No matter what takes you back, the first step is always to establish yourself financially and set …Read More
If you read my recent blog “Direct investing vs. active financial advice” I have published the following blog on Why staying cash carries risks. Look back to the year 2000, and you might understand why …Read More
I recently prepared a presentation on the importance of leadership , and I thought it might be beneficial to highlight some of the observations. After all, we’re all learning – or should be – from …Read More
Is retirement quickly approaching? Are you thinking of downsizing once you retire? Possibly even moving to a new country? Following on from my recent blog “Why so many want to retire abroad” it is clear …Read More
Further to my recent blog “Why relationships are so important to financial advice” I believe it be equally important that we understand the difference between direct investing and active financial advice.
Many investors prefer to make …Read More
Learn here the top 6 tips to turn your 2017 failures into success for 2018…
Successful people have two areas of focus: the present moment and creating the future that they desire. When you have setbacks, …Read More
When you are considering investing your money, having a solid relationship with a financial adviser is not only ‘helpful’, it can be fundamentally important as well. Most investors depend on their financial adviser to provide …Read More
If you have read my recent blog “Why people spend on annual holidays rather than save for their retirement” you will know that many people in retirement would like to relax, savour life, and enjoy …Read More
Following on from my recent blog “Habits of Successful Investors”, I believe that Behavioural finance is the study of the psychology that affects financial decision-making. In most situations, emotions play a role in investment decisions.
Often, …Read More
It might not be the average Christmas conversation, and can seem daunting, however spending 30 minutes discussing your life insurance will be more valuable than you can imagine.
Many people go through life quite comfortably without …Read More