Any successful career will at one point see a peak and then a decline. There comes a point in time when past successes become questions asking, ‘can I do it again?’ The dilemma of the past is one that often confronts investors who visit an adviser for the first time.
Financial planning should be the natural friend of good insurance coverage
I had a friend who said that the trick to sailing in all conditions around the world was to know that sometime your boat would sink. He felt that keeping that fact at the forefront of his mind kept him prepared.
The future of data in financial advice
The ongoing revelations about how Cambridge Analytica exploited Facebook to harvest millions of profiles have laid bare the seeming lack of control we have over our own data.
‘Tis season to set yourself good financial goals
This New Year it is also a great time to start making solid financial resolutions that can help get you closer to your money goals, whether it’s increasing your retirement savings or setting enough money aside for a down payment on a house.
Like Romans, fall on our sword and raise retirement age
The issue of ageing populations and funding retirement schemes is not a modern one - the Romans faced the same political and fiscal problems 2000 years ago.
