The Myth of Retirement Spending
Conventional wisdom is that retirees spend a fixed amount per year in real terms (i.e. after adjusting for inflation), meaning that the amount they need,
September 18, 2023
Retirement Income
Financial Nudity
Getting Financially Naked with your partner will help to avoid Financial Infidelity. The Three Ways for Retired Couples to Manage their Money. Whether you’ve been
September 11, 2023
The Tempting Allure of Bad News
It’s a Monday morning, you’ve just settled down with a cup of tea and pick up the newspaper, to be greeted with headlines of tragedy,
September 4, 2023
Retirement Outlook
Over the last few months, we have seen some changes to the outlook for people who are about to retire, and those who have retired.
August 29, 2023
Where did the blog go?
You may have noticed (I hope you have) that it’s all been a little quiet on the blog front recently. As many of you know,
August 21, 2023
Retirement – A final chapter or a fresh start?
Research has uncovered a big difference in the way men and women view retirement. A study has examined the words people use to describe life
May 30, 2023
Artificial Intelligence – coming to a fund near you soon?
Since the beginning of the year, we’ve been hearing increasing amounts about what Artificial Intelligence (AI) can do – for good, and for bad –
May 22, 2023
What if your retirement is unplanned?
As we are retirement planners, you might imagine that our clients tend not to have retirements which aren’t planned for, and you’d be right that
May 15, 2023
Social Media + Electronic Banking = Trouble for Smaller Banks?
Last weekend, First Republic Bank, the 14th largest lender in the USA, collapsed into the comforting arms of JP Morgan. It was only a couple
May 9, 2023
I can predict the future…
… but not very well. That was the the headline from some ground breaking research released last week by Income Lab, a US-based software platform.
April 17, 2023