What’s an annuity?
Have you ever heard someone say that you need to make your money work for you? It seems like an impossible achievement for many of us because we immediately think we need a stack of dollar bills to leverage [...]
The best place to invest
Somehow, despite all the messages to be kinder to ourselves, we have this predisposition to put ourselves down. Along the line, the early messages of “You can do better” become “You’re not good enough.” We live in an age [...]
Levels of financial dependence
At the very surface level of constructing a financial plan, the journey can feel linear. We begin with what we have and plan to move towards an end goal of ‘having enough’ and being financially independent. But this is [...]
Charge what you’re worth
“How much should I be charging my clients?” This is a common question as we work with an increasing number of people setting up their own businesses. In the wake of a radical economic downturn, our creativity and necessity [...]
Six areas of financial planning
Have you ever gone down the #Fintwit rabbit hole? According to fintwit.ai, #Fintwit is a vibrant community of investors on Twitter, who tweet trading ideas, active trades, personal portfolios and well thought out insights about financial securities. Millions of [...]
The higher the fee, the better the value?
How do you decide on the better of two products you are not really familiar with or can’t visually tell the difference? For example - I had to buy a new cellphone charger the other day, and there were [...]
Déjà vu?
When we experience our first crisis, we think our world is about to end. It could have been our first unrequited love when we were 12, a rejection letter from an application when we were barely out of our [...]
A round tuit – and a bit about dread disease cover
There’s a rare object known as a tuit. It’s a special gift to keep for yourself, but also has great value for your friends and family. Tuits, especially round ones, will generally have a note or inscription along the [...]
Have you been offered early retirement? (Part 1)
For many years we’ve been having better conversations about retirement. It’s no longer a matter of finding a job, staying in it for 40 years, and then retiring for fifteen years under the assumption that the company pension scheme [...]
A powerful mental trick to master the markets
If someone is selling something, their primary goal is most often to convince you to buy what they’re selling. If you follow financial accounts on social media, your timeline is likely crowded with people touting the next big winning [...]
