by Ben Charlton | Apr 16, 2024 | Uncategorised
The term “financial planning” means different things to different people, whether advisers or clients. Unfortunately, this means that many people think they are giving and getting great advice, but in reality, they are not. Some advisers see themselves as asset...
by Ben Charlton | Apr 16, 2024 | Uncategorised
Retirement is a journey, and like any journey, it is marked by distinct phases, each with its own set of challenges and opportunities. Understanding these phases can help retirees prepare for the transitions ahead and make the most of their retirement experience....
by Ben Charlton | Feb 13, 2024 | Uncategorised
This past weekend, we took our grandson on his first camping experience. I had been looking forward to these few days with great anticipation, as being outside in nature is my favourite pastime, and sharing this with him and the rest of the family promised a special...
by Ben Charlton | Feb 6, 2024 | Uncategorised
Investing is like steering a ship through both calm and stormy seas. When we talk about permanent loss in a well-diversified portfolio, we’re essentially discussing the impact of our human decisions on our financial journey. Instead of seeing it as a big problem,...
by Ben Charlton | Jan 31, 2024 | Uncategorised
Planning for retirement can be tricky, and understanding the most common mistakes can help individuals avoid potential pitfalls. Professionals in this field have shared the top 10 things people often get wrong about planning for retirement, ranked in order of their...
