It’s easy enough to make your heirs feel warm and loved. One way of doing this is to tell them you’ve nominated them as a beneficiary...
Some of the unhappiest people in the world are those who have mismanaged an inheritance.
Investing is neither a fine art nor an exact science, but rather lies somewhere in between.
Staying on top of your finances for long-term wealth.
It is never too early to start saving for your retirement.
Too often younger generations forget to plan for retirement, and need to scramble to catch up.
Getting income and growth balance right.
Investing is one way of planning for the future, and it’s not as scary as it sounds.
The art of sitting tight in changing times.
Looking back at 2012 and ahead at 2013.
Don’t scrutinise the markets every day if you‘re in it for the long haul.
It’s difficult to meet your investment goals if you aren’t sure what they are.
Don’t let market fluctuations influence you unduly. Investment is a long game.
A question I’m regularly asked is why investors should use a broker rather than go direct to insurance and investment houses.
Separate the money you need to launch and grow a business from the funds you will need in retirement.
The recent budget has had quite an effect on retirement planning. Are you aware of the changes and how they affect you?
The recent volatility in the markets makes a strong case for the diversification of one’s portfolio.
Think and plan for the long term by devising simple, achievable steps.
Early in the year is a great time to reassess your income needs, financial affairs and how these fit into your estate plan.
Match your investment strategy to your needs.