Articles

This advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.

What does retiring comfortably mean to you?
Patricia Garcia Patricia Garcia

What does retiring comfortably mean to you?

Retiring comfortably means different things to different people. For some, it means having enough money to travel the world, dining out regularly and enjoying all that life has to offer. For others, it may mean having a comfortable home, access to healthcare, and enough money to live without financial worry. Regardless of what it means to you, retiring comfortably requires planning and foresight.

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How to chose a financial planner that’s right for you.
Patricia Garcia Patricia Garcia

How to chose a financial planner that’s right for you.

Choosing a financial planner is an important decision that can have a significant impact on your financial future. A good financial planner can help you make informed decisions about investing, saving for retirement, managing debt, and more. However, with so many financial planners out there, how do you choose the right one? Here are some key factors to consider when selecting a financial planner:

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‘7 reasons’ why people may fear retirement.
Patricia Garcia Patricia Garcia

‘7 reasons’ why people may fear retirement.

Retirement is a time when you should be able to enjoy the fruits of your labor and live life on your own terms. However, for many people, retirement can also be a time of uncertainty and fear. Here are seven of the top fears that people have about retirement…

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What to consider financially if your personal circumstances change.
Patricia Garcia Patricia Garcia

What to consider financially if your personal circumstances change.

Life is full of surprises, both good and bad. Whether you receive an unexpected windfall, get a new job with a higher salary, or experience a change in your personal circumstances such as a divorce, it's important to consider how these changes will impact your finances. Here are some important considerations to keep in mind…

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