Retirement Income

When will there be good news?

This is the title of one of my favourite Jackson Brodie detective stories, and when I watch the TV news at the moment, its title

Tell me about your childhood

In the decades of my involvement in financial planning, financial psychology has been an increasingly important part of what we do. In the olden days,

What is “fair” in estate planning?

How should you divide your estate amongst your children, grandchildren and others? We are often asked to comment on whether clients have divided up their

Are you risk literate?

Everybody understands the importance of literacy, and there has been plenty of discussions about it in the Wise household this weekend (prompted by my attempts

Safe withdrawal rates

How to navigate withdrawing income from your portfolio, safe withdrawal rates and market downturns In previous blog posts, I’ve commented on safe withdrawal rates. Your

Back to the 1970s?

In the last year or so, the biggest worry raised in our conversations with clients has been a return to higher inflation. It’s an economic

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