How does your retirement plan account for your own cognitive decline?
Our financial lives throw up a lot of events that only occur once for each individual – a few big changes like retirement, alongside many
Philip Wise
March 20, 2023
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Should I be worried about the Silicon Valley Bank collapse?
Over the weekend, Silicon Valley Bank collapsed. The markets are currently breathing a sigh of relief, with the US authorities having bailed out SVB, and
Philip Wise
March 13, 2023
The tax break for admin nerds
The approach to 31st January is one of the busiest times of year for financial planners. As people start to suffer the pain of handing
Philip Wise
January 30, 2023
Non-Financial Returns
When you invest money, you usually buy shares in a company, lend money to a company or government, or make property available for a company
Philip Wise
January 23, 2023
Your pension and retirement plan isn’t everything
Some good advice for those planning their retirements Investing for retirement means more than just putting money into a pension, ISA or buying property. The
Philip Wise
January 16, 2023
Save Money. Live Better
If you are good at the Logo Game, you might guess which supermarket I am referring to! But the supermarket which uses this slogan might
Philip Wise
January 9, 2023
All I want for Christmas
I’ve been writing my list for Retirement Planning Santa, and there are a couple of gifts I’d like for the New Year. Tax Relief for
Philip Wise
December 19, 2022
The Infinite Monkey Cage
One of my favourite podcasts is the BBC’s “Infinite Monkey Cage”. This features the brainbox Brian Cox (not the actor) and is a good way
Philip Wise
December 12, 2022
Why I’m not worrying about a recession
You can’t read a news article now, without the word recession cropping up. The government and the Bank of England both suspect that we are
Philip Wise
December 5, 2022
ESG – Not as easy as ABC
The rise of ethical investing has resulted in many investments being assessed on an ESG (Environmental, Social and Governance) basis as well as on a
Philip Wise
November 23, 2022