Don’t let perfection be the enemy of good
Planning for retirement when you’re starting late Everyone knows that you’re supposed to start saving for retirement early, but that doesn’t always happen. Preparing for
Philip Wise
April 3, 2023
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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
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
Philip Wise
April 11, 2022
We were right to worry about Roy Hodgson
When Roy Hodgson bowed out from football management at the end of last season, we wrote about our concerns for him. It seemed like he
Philip Wise
January 26, 2022
The government’s Health and Social Care plan
I’ve spent some time reading the government’s documents and have been able to reach some conclusions about it. There’s plenty of political commentary about it,
Philip Wise
September 8, 2021
Age and cognitive decline
The more you age, the more you need a financial planner There are many economic milestones in life – buying your home, paying off your
Philip Wise
August 30, 2021
Retirement dates are out of date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