Here’s the thing about financial planning: we don’t plan out of fear; we plan so that we can extend our peace of mind. This is why wills form such a […]
Continue readingMessy, not perfect
It’s hard not to become fixated on getting things perfect. It may not be in all areas of our lives, but for almost all of us, we have skills, relationships […]
Continue readingCruise through a cost-of-living crisis
No one likes to plan for a time when we might not have enough money to make ends meet. Often, when we plan or make financial decisions, we assume that […]
Continue readingThe importance of boundaries
Every day we make decisions to live a life of our choosing. But yet, when asked about what our ideal life could look like, it’s often quite different from the […]
Continue readingFrom bags to riches
We often think of things like stocks, bonds, mutual funds, annuities and assets as investments. But, investments are a broad area. According to Investopedia, an investment involves putting capital to […]
Continue readingWant to avoid a lapsed policy?
When the purse strings are pulled tight, it’s challenging to look at your statement and see monthly amounts deducted for insurance payments. Whether the risk policies are for health care, […]
Continue readingWhen you think you can’t
Stress can be an incredibly powerful motivator. Most of the time, we see it as a negative, but that’s because our days are generally overwhelmed with stress. And, our coping […]
Continue readingWhat’s happening in the markets?… is not always the best question
Whilst it’s good to have someone on your team (your financial adviser) who knows what’s happening in the markets, it’s not always helpful to relay all that information to you […]
Continue readingIt’s okay to listen and learn
Over the last two decades, we’ve been introduced, seduced and held captive by the overwhelming presence of digital communication. From the days when we promised ourselves we would ‘never get […]
Continue readingWhen the markets have you second-guessing
“Genuine travellers travel not to overcome distance but to discover distance.” James P Carse Investing money is always a paradox: it’s simple, complex, straightforward, challenging, mathematical, and unpredictable. It’s because […]
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