At this time of year we are often bombarded with articles in the press about making New Year’s resolutions especially where our investments are concerned.
Author: willd
The Light Bulb Moment!
How many times have you worked with a client and in the middle of a meeting you see them experience the light bulb moment – that moment of clarity when everything falls into place?
The Importance of Income Flexibility in Retirement
There are a myriad of choices confronting those coming up to retirement in terms of switching on an income from their accumulated pension fund. Which retirement option is likely to be most beneficial to you?
The Vacationers’ Guide To Investing
Two colleagues went on vacation separately. One had a great time. The other had a miserable experience. Their respective stories provide valuable lessons, not just about taking a holiday, but about investment.
Pensions Bulletin – Finance Act 2013
In this bulletin we will look at the changes The Finance Act 2013 brings in detail and discuss what action pension savers need to take.
Financial To-Do List: 10 Things to Consider
Summer holidays – With the distractions of work slightly subdued it can be a time to review your financial ‘To Do’ list. In this article we offer ten things you might want to consider:
“You Have to Be in Gold”
“All of us could benefit by examining our inclination to invest with our hearts rather than our heads – especially when it comes to gold.”
The Art of Letting Go
In many areas of life, intense activity and constant monitoring of results represent the path to success. In investment, that approach gets turned on its head.
Getting into the Financial Planning Habit
Some brief insights from ‘The Power of Habit’ by Charles Duhigg, on how introducing the right habits could have a significant impact on a person’s financial success.
Child Benefit – Some Useful Pointers
We have recently had a number of discussions with clients concerned about the recent changes to Child Benefit.