Planning Your Financial Future for the Next 50 Years
As we enter our 40s and beyond, the importance of thoughtful planning for the future becomes increasingly clear. Dr. Peter Attia, a...
top of page
Search
Envisioning Your Retirement: Crafting the Lifestyle You Desire
As you approach this new phase of life, take the time to reflect on what truly matters to you.
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
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.
80s Pop Meets Money Mastery
Here are 10 life and financial planning lessons drawn from the timeless wisdom of Rick Astley's songs:
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...
Embracing the Present with a Future in Mind: How Stoic Wisdom Enhances Retirement Planning
As a lifestyle financial planner who enjoys the timeless lessons from the Stoics, I find immense value in their philosophy for guiding...
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!!) ...
Achieving a Secure Retirement with Kaizen: A Path to Financial Confidence
It's only natural to want to maintain our current lifestyle and ensure that we won't run out of money during our golden years.
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...
bottom of page