29
Mar
The financial plan and the album pt. 2
A financial plan will be reviewed for new assumptions and goals but it is still at its core that first financial plan that got you started on your journey. ...
15
Mar
Savings rate vs investment returns
So, what’s more important when trying to accumulate a capital sum, the rate of your savings or the investment returns you achieve?...
28
Feb
Protecting your family
There seems to be an ever-growing number of adverts suggesting we all take out life cover for what seems like a ridiculously low cost and a ‘free pen’! ...
15
Feb
The Child Benefit tax charge
If you have children, Child Benefit is probably something you are familiar with. However, do you understand all the rules and the potential tax charge? ...
01
Feb
The daily coffee!
Expenditure vs savings. In order to be able to purchase takeaway coffees in the future, don’t buy as many today or tomorrow. ...
18
Jan
Income protection
It’s extremely important to consider all the risks to your future financial security, but one of the most important risks is what would happen if you were unable to carry on working?...
03
Jan
New Year’s resolutions
Consider your money values, rather than becoming fixed on the specifics, and then spend time trying to formulate individual long term financial goals. ...
14
Dec
The financial plan and the album
A financial plan is an analysis based on your goals and how to achieve them, which you may appreciate more and more over time, like your favourite album....
30
Nov
Investment Journey
For a successful investment experience, it is important to stay the course and stick to the plan. Ignore the noise! ...
16
Nov
Return of your money vs return on your money
The return of your money can be just as important as the return your money receives. Do not just focus on an investment’s potential positives....