Inflation and the Impact on Your Retirement Nest Egg

By |2024-05-15T09:03:03+00:00May 15th, 2024|Holistic Lifestyle Financial Planning, Retirement Planning|

The news media of late has reported on various indicators like the Consumer Price Index (CPI) showing the inflation rate receding from its recent highs. However, looking back to the mid 1960’s to the early 1980’s, inflation came in waves. History shows that it is possible that inflation will not recede in a linear fashion

A Few Thoughts on Spending Money

By |2024-03-01T09:53:12+00:00March 1st, 2024|Financial Planning, Holistic Lifestyle Financial Planning|

There are two ways to use money. One is as a tool to live a better life. The other is as a yardstick of status to measure yourself against others. Many people aspire for the former but get caught up chasing the latter. Money is a tool you can use. But if you’re not careful,

The hidden benefits of financial advice

By |2023-11-24T09:49:20+00:00November 24th, 2023|Financial Planning, Holistic Lifestyle Financial Planning|

Recent studies have suggested the benefits of financial planning go beyond simply having enough money. US research conducted by the Leeds School of Business in Colorado found people in the UK and the US who planned for their financial future were likely to live longer than those who did not. It also found people with

Seven Ways to Combat Impulsive Spending

By |2023-08-25T09:57:37+00:00August 18th, 2023|Financial Planning, Holistic Lifestyle Financial Planning|

We’ve all self-prescribed a healthy dose of retail therapy. And there’s definitely been a time when we’ve dipped into our rainy day funds when there’s nothing but clear skies. But there’s a whole other side of spending we need to talk more about: FOMO spending. FOMO is nothing new in finance. We’ve seen it before

Building Wealth in 2023

By |2023-02-02T11:00:37+00:00January 6th, 2023|Holistic Lifestyle Financial Planning, Personal Finance|

Building wealth in 2023 and beyond - Starting with savings To weather life's ups and downs, including a recession or job loss, a healthy savings account is critical as this will provide support if you get laid off, your self-employment income takes a sudden dip, or a major expense pops up. Saving money is also

Physical, Mental, and Financial Health: How Do All Three Contribute to Wellness?

By |2022-12-09T12:13:56+00:00December 9th, 2022|Financial Planning, Holistic Lifestyle Financial Planning|

One of the ways Merriam-Webster defines the word cycle is a course or series of events or operations that recur regularly and usually lead back to the starting point. And when the word vicious is placed in front of it, it becomes a chain of events in which the response to one difficulty creates a new problem that aggravates

The Longevity Issue – investors beware

By |2022-11-04T10:01:24+00:00November 2nd, 2022|Holistic Lifestyle Financial Planning|

While the investment universe is currently consumed by inflation and interest rates, there are other factors at play which will, arguably, have a far bigger impact on longer term pension and investment returns than the current war between central banks and the CPI. One of these factors is the ageing population around the world. We

7 Important Questions a Financial Plan Can Help You Answer

By |2022-01-11T16:52:03+00:00January 11th, 2022|Holistic Lifestyle Financial Planning|

Key Points: Financial Planning is for those starting out as well as more seasoned / wealthy investors. A financial plan answers real questions to help you make better day-to-day decisions and reach financial goals and it doesn't have to be expensive or complicated. The seven questions outlined below, demonstrate how a Financial Plan can be

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