What direction are you going?
Are you retiring from something, or retiring to something? The conversations I have before retirement tell me a lot about how fulfilling a retirement is
Philip Wise
September 20, 2021
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How much involvement should you have in your retirement plan?
A lot of people take a greater interest in their financial plans once they have stopped work. It’s natural to want to do so; after
Philip Wise
September 13, 2021
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Retirement dates are out of date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
The State Pension – Should You Defer?
If you were born before 6th April 1960, you will be entitled to your state pension on your 66th birthday. It is up to you
Philip Wise
June 28, 2021
Why aren’t you spending more?
One of the Gods of Retirement Planning, David Blanchett, has been particularly busy in 2021. Along with a group of American financial planners, I was
Philip Wise
June 21, 2021