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Not If But When

There’s been one story that’s been repeated time and again this year – and for once, it’s got very little to do with the US

Philip Wise August 8, 2025

Pensions Are Interesting!

I’ve always found pensions to be an interesting topic of conversation. This might be why I get so few dinner party invites. However, the current

Philip Wise July 30, 2025

Why Do We Underestimate Our Lifespan?

Failing to think about living into our 80s and 90s can have significant negative financial implications. The average life expectancy for a man aged 65

Philip Wise July 17, 2025

Frugal or Tight?

I listened to a podcast this week about Ingvar Kamprad, the founder of IKEA. He’s a fascinating character, but what struck me was how he

Philip Wise March 12, 2024

Could you spend more in early retirement?

If an individual could know in advance how their portfolio would perform over the course of their retirement, they could be assured in drawing down

Philip Wise February 21, 2024

The Myth of Retirement Spending

Conventional wisdom is that retirees spend a fixed amount per year in real terms (i.e. after adjusting for inflation), meaning that the amount they need,

Philip Wise September 18, 2023

Financial Nudity

Getting Financially Naked with your partner will help to avoid Financial Infidelity. The Three Ways for Retired Couples to Manage their Money. Whether you’ve been

Philip Wise September 11, 2023

Retirement Outlook

Over the last few months, we have seen some changes to the outlook for people who are about to retire, and those who have retired.

Philip Wise August 29, 2023

What if your retirement is unplanned?

As we are retirement planners, you might imagine that our clients tend not to have retirements which aren’t planned for, and you’d be right that

Philip Wise May 15, 2023

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