What Getting Fitted for Golf Clubs Taught Me About the Value of Professional Financial Advice.
A professional financial advisor looks at your personal financial situation, your goals, and your risk tolerance. This way, they can craft a
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A Note from the Grave: Personalizing Your Legacy with Thoughtful Intentions
Today, I want to discuss a unique approach to estate planning that goes beyond mere numbers and asset distribution
7 Essential Retirement Planning Tips for Generation X: A Nostalgic yet Strategic Approach
For us Gen Xers, our retirement planning is shaping up to be as distinctive as our generation itself.
The Untold Value of Financial Advice: Insights from Royal London's Latest Research
Hello everyone! Today, I want to share something fascinating that underscores what I've always believed in: the profound impact of...
Why Partner with Me for Your Financial Journey?
So, why consider teaming up with me, Tony Pound, for this adventure? Here's the lowdown, without the sales pitch.
The Golden Wisdom: Navigating Retirement with Insight from the Over 60s
Embracing simplicity can lead to a more contented, stress-free retirement, allowing you to savor the true essence of this rewarding phase
The Pivotal Role of Financial Forecasting in Effective Financial Planning
As a seasoned financial planner, my overarching goal is to ensure that every client is not just prepared for the future but is also able...
A Reflection on Lifes True Wealth
This weekend, I had the solemn privilege of attending a friend's funeral. As a financial planner, my early career was largely centered...
From Emperors to Entrepreneurs: Marcus Aurelius' Secrets to Financial Contentment
Financial planning is not just about numbers and forecasts; it's deeply intertwined with our personal philosophy. Marcus Aurelius, a...
Achieve Your Retirement Goals with Cash Flow Forecasting
Are you a self-employed individual or a business owner approaching retirement? Your 'golden years' (don't you just hate that phrase!!) ...
Time to Reconsider Your Retirement Plans - Motherhood and Pension Savings
Are you a working woman concerned about the impacts of maternity and career breaks on your pension savings?
5 Common Investment Mistakes You Should Avoid for a Secure Retirement
Are you worried about saving enough for retirement? Well, I can tell you that during my 30 years in financial services and my experience...
Reframing Retirement: Why You Need a New Attitude About Your Golden Years
Are you counting down the days to retirement, imagining lazy days on the beach and endless rounds of golf? Well, it's time to reframe...
Balancing the Present and the Future: The Benefit of Financial Planning
In the early days of my financial planning career a lot of the people that I found myself sat in front of reflected my own age. Like me...
Financial Planning for a Secure Retirement: Don't Depend on Luck
There have been several recent articles confirming what many of us in the financial planning industry have observed - the pandemic has...
What is life centered financial planning?
Discover how retirement planning can be different when you focus on your life's goals rather than abstract concepts like pensions and saving
7 Tips for Smart Investing: How to Avoid Costly Mistakes
Investing your money can be a daunting task, especially if you're new to it. With so many different options and risks to consider, it's...
Pound Cost Averaging: A Strategy for Self-Employed Business Owners
Learn how pound cost averaging can help self-employed business owners and other investors to achieve their long-term financial goals.
Understanding Your Financial Eco System: The Key to Effective Financial Planning
Your financial eco system is the network of financial institutions, products, and services that work together to meet your financial needs.
Why Keyman Insurance is a Necessity for Protecting Your Business and Your Team
As a business owner or leader, the loss of a key team member can have a significant impact on your company's operations and success....
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