Wellbeing Trumps Wealth

  It is so easy to get swept into the cycle of thinking that having more money leads to a happier, more fulfilling life. But wealth isn’t a golden ticket to happiness, and a good financial plan will find the balance between wealth and well-being. Here are three outcomes from a good financial plan that…

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Safeguarding your retirement plan

From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes. 1. Check your will Without a valid will, an administrator will be appointed to manage your estate, which may cause your family plenty of problems. To save…

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Downsizing for dummies: Smaller home for a bigger life

What’s not to love about downsizing? Cheaper utility bills, fewer rooms to clean, a cozier feeling all around… When you’re downsizing for retirement, you may also qualify for a higher pension based on your assets, and even free up some cash which could go towards your all-important retirement savings. But, like with any big life…

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The Risks Facing Retirees

When it comes to retiring, there are a number of risks that retirees face that are specific to the retirement life stage. Unfortunately the risk that retirees may face in retirement is not just financial. They can be associated with longevity, investments, health and loss of loved ones. The financial risks faced by retirees, discussed…

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