Why I’m Not About To Retire
You may be aware that I had a big birthday recently. I’m sure I’m not the first person to be puzzled about how I’ve managed
Philip Wise
July 8, 2025
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How To Thrive in Retirement
Many people look forward to retirement, leaving the 9-5 grind behind and having time to do things they’ve always wanted to do. But for those
Philip Wise
June 30, 2025
How Frequently Should You Withdraw Money From Your Retirement Savings?
A large number of academic studies have looked into the best ways to make withdrawals from retirement savings, so that your money doesn’t run out
Philip Wise
June 23, 2025
Why the First Years Of Retirement Matter Most for Your Pensions and Investments
When it comes to planning for retirement, most people focus on how much they’ve saved and what kind of return they can expect from their
Philip Wise
June 10, 2025
Why You May Wish To Consider Increasing Your Exposure To Risk As You Get Older
A common assumption for studies about the sustainability of income in retirement is that the asset allocation (i.e. the proportions in shares, cash, property and
Philip Wise
February 4, 2025
Is The US Stock Market Too Concentrated?
In recent years, a handful of companies have dominated the US stock market, and, with the US being the largest of the world’s markets, those
Philip Wise
January 28, 2025
Will Retirement Cost More in 2025?
One of the most important factors in retirement planning is the “safe withdrawal rate”. This is a formula which tells you how much you can
Philip Wise
January 22, 2025
Life Expectancy And Why It Really Matters
Your life expectancy matters and not just for the obvious reason! The recent changes to pension rules mean that, from April 2027, pension funds become
Philip Wise
January 13, 2025
I’ve Bought A Campervan
If you were to ask what the biggest trend in our clients’ spending habits has been over the last couple of years, this sentence would
Philip Wise
January 6, 2025
The 4 Types Of Investment Mistake
Not all investment mistakes are created equal. Some are annoying. Some are self-inflicted. Some are painful. And some you can’t come back from. But we
Philip Wise
December 18, 2024