Waiting to start saving for retirement? You’re not alone. According to a survey from the Employee Benefit Research Institute, only half of Americans are actively saving for retirement. The situation isn’t any better on the other side of the Atlantic. A study from the National...
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Listening to the advice of a great financial adviser may not make you rich, but it is an excellent way to assure you that you are on the right path toward achieving your financial goals. Just like some accountants or some solicitors are better than...
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The habits you form now will affect you for the rest of your life. Understanding the most common financial money mistakes will help you make better financial choices in the future.Avoiding costly money mistakes will save you money, time & stress.I have listed below the...
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Thinking about retirement already? Chances are, if you’re reading this, you’re an expatriate in a low-tax jurisdiction. Lower taxes mean more income that you can use to build a secure financial future. So, when should you start thinking about retirement? When should you start saving/investing...
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You'll save it tomorrow. Saving for the long term often seems unnecessary in the present, or there is always something else that needs to be paid for today. Making that statement could mean that you spend the next years regretting it. The fact is, the...
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"Why do people spend on annual holidays rather than save for their retirement" I believe it would be great to expand further on the Retirement "awareness" by being "money aware" and how to sensibly plan for retirement. There was a time when people retired, everyone...
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A financial adviser is a professional with the goal of helping others to improve their long-term financial outcome. That is, these individuals have the job of helping people to build and protect the wealth that they hope to achieve in the long term. The role...
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What is investment risk? Typically, when you are investing your hard-earned money, the idea is to ensure it continues to grow. Whether you are saving for retirement, children's education, or saving money to invest in property, the importance of your investments cannot be underestimated. However, many...
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After reading my recent blogs "What makes a GREAT financial adviser?" and "The benefits of working with a GREAT financial adviser", do you still think you can manage your investments and financial planning without help? Do you now believe that you need a great financial...
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Do you want to reduce volatility? You're not alone. Volatility management is a common goal among investors. The assumption is that volatility is always a bad thing. If left unchecked, volatility can certainly do damage to your portfolio. However, volatility doesn't always have to be...
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Where do you put your money? If you are like many people, you believe the safest, easiest option is to put your money in a bank account and allow the interest to grow. While this seems a relatively safe method, it may not be the...
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Money causes stress. It's a fact of life. I believe money issues are the number one worry of expats. Why is money such a major source of stress? Experts say there are multiple reasons. One is the way money is viewed in society. For many...
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What are expats in the UAE most concerned about when it comes to their finances and life?We really wanted to know, so we completed some research on expat life in the UAE and interestingly, found the following:You see, our motto is to create personal success...
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Expatriate Life in Dubai What are expats in the UAE most concerned about when it comes to their finances? What is expatriate life like in Dubai?We really wanted to know.You see, our motto is to create personal success stories with you at the very heart of...
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Pensions have become far more flexible and tax-efficient over the past 10 years leaving us with an effective tax and estate planning vehicle. However, this leads to the question, what role does a Critical Yield now play in deciding the suitability of transferring out of...
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The S&P 500 is a market-weighted index, reflecting the largest 500 stocks (large-cap) in the US. It is the index that most professional investors measure their performance against. If we review the S&P 500 performance during 2020, and taking into consideration the market crash that...
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Our mission as a financial adviser is simple, and it’s putting the client first. All too often, we get caught up in the nitty-gritty of portfolio construction, asset allocation and diversification before understanding who our clients are and what aspirations they harbour. It’s always worth...
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How much money do you keep in your current account? If you keep a sizeable balance in your current account on a month-to-month basis, you're likely losing money. That's because current accounts are guaranteed to lose you money.Yes, current accounts are a necessary part of...
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Mike Coady has today launched a further enhanced online presence with exciting new features. The newly upgraded site, available at www.mikecoady.com, offers users a super clean user interface and seamless functionality across all devices.The popular site carries views and insights from Mike as he delivers...
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