Are you approaching retirement and wondering ‘can I retire?’ In this video we analyse a real-life case study featuring Steve and Susan Doe, both 60 years old and are asking ‘can I retire?’. We talk about the importance of preparing for...
Are you meticulously planning every detail of your retirement? It’s great to be prepared, but what if you’ve gone too far? In this video, we explore the signs that indicate you might be overprepared for retirement. Please see below if you prefer to read the video...
As a business owner, you’ve probably encountered the problem of what to do with any extra funds in your business. It’s a fortunate situation to be in, but it does require some critical decisions. In this blog post, I have gone into a range of strategies,...
For business owners, the idea of using your business as your retirement plan can be both appealing and risky. To have worked so hard and sell your business to live your retirement dream can be a comforting thought, but it’s important to understand the potential...
Today, we’re diving into something that’s relatable for many of us – the world of pension consolidation. You’ve worked hard over the years. As a result, you might have a collection of different workplace and private pensions. But guess what? Not all...