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Lessons from a micro-retirement

Christine Benz is a director of retirement planning at Morningstar in the USA. She’s been fortunate enough to be able to take sabbaticals during her

What Expenditure is Essential?

In its recent Retirement Income Advice Review, the FCA referred on several occasions to “essential expenditure”; for a long time, we’ve used the same term,

The Problem with Retirement Income Planners

I think that retirement income planners are generally great people. Particularly if they are based in Sussex… But there’s a fundamental problem with all retirement

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