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
Philip Wise
April 19, 2022
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Retirement dates are out of date
If you have a pension plan, you will have chosen a “retirement date” when you joined the scheme, or you will have been allocated a
Philip Wise
August 23, 2021
The best way to plan for the cost of care
Most of the research about the risks to your retirement plan focuses on two of the three major retirement risks: investment risk and longevity risk.
Philip Wise
August 16, 2021
Why you need a non-financial plan
I’ve spent the best part of three decades helping people to plan the financial aspects of their retirement, and then helping people to implement their
Philip Wise
August 9, 2021
Why legacy goals should be part of your retirement plan
Some of us want to give a specific amount of money to our loved ones during our retirements; others want to ensure that they leave
Philip Wise
July 5, 2021