A Lesson Plan for Parents
As parents, we’re expected to educate our children, keep them safe and usher them into adulthood. But are we doing enough to instill...
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- Mar 17, 2020
- 5 min
Are you Making Subtle Mistakes with your Money?
Imagine you had the opportunity to stand in front of yourself fifteen years ago. Are there any financial mistakes you would warn yourself...
- Feb 19, 2020
- 5 min
7 Signs You Are Living Beyond Your Means
Even after nearly 30 years in financial planning, I am occasionally taken by surprise by somebody who tells me ‘I can’t save anything, I...
- Jan 22, 2020
- 6 min
7 Steps to Create a 10 Years From Now Retirement Plan
Last month I looked at the level of State Pension contributions around the world, to give an idea of what you might receive from that...
- Jan 21, 2020
- 6 min
Your 2020 New Year Resolutions...
Here are some financial resolutions to help with the ‘prosperous’ part of ‘Have a Happy, Healthy and Prosperous New Year in 2020’. Here...
- Dec 4, 2019
- 3 min
One for the Ladies - Is Financial Planning Different for Women?
A recent global poll by UBS suggested that women are ‘acutely aware’ of their long-term financial needs. The poll suggested that the top...
- Dec 4, 2019
- 3 min
Is Market-Timing A Viable Investment Strategy?
The likelihood of successfully calling market tops and market bottoms consistently is so remote that the odds are essentially zero. Plan...
- Dec 4, 2019
- 4 min
State Pension Payout Claims – Is the Headline the Reality?
As expats, many of us are planning our own retirement income using investments and savings, but also relying on our home country’s state...
- Oct 8, 2019
- 2 min
You’ve Never Bought an Avocado … and 15 other signs that you have reached financial maturity!
UK based peer-to-peer lending company Zopa has released a new survey that has revealed that the British do not reach financial maturity...
- Sep 10, 2019
- 4 min
Why You Should be Investing, Not Saving
As we often tell our children, it’s wise to save money. But there are some occasions when saving isn’t the most financially astute...
- Aug 14, 2019
- 5 min
How To Start Investing
Paying the rent or mortgage for your home, utility bills, loan payments, funding the children’s needs and the occasional holiday might...
- Jul 17, 2019
- 5 min
The 6 Biggest Excuses for not Having Retirement Savings … (and my answers for all of them)
From feeling frustrated by pension providers to having a “mañana” approach to your finances, I hear plenty of excuses for putting...
- Jul 17, 2019
- 6 min
Building The New PayPal
Whether you are or are not into crypto currencies, the chances are that your social media timeline and traditional media newsfeed has...
- Jul 17, 2019
- 2 min
If you Doubt the Value of a Good Education, Read on...
For anybody who doubts the value of a good solid education, here are a few school exam answers from the world-wide web. Doubtless many of...
- Jul 17, 2019
- 3 min
An Investment in Education
Providing for your children and giving them every opportunity to develop and grow comes naturally to a parent. From those first words, to...
- Jun 19, 2019
- 4 min
Dollar Cost Averaging
I suspect that every one of us over the age of 21 has listened as a financial adviser has explained the virtues of Dollar Cost Averaging...