by Ben Charlton | Jul 19, 2023 | Uncategorised
Nowhere in the bible is the word or concept of retirement mentioned. The first recorded use of a state pension was in 13 BC by Augustus Caesar for military veterans who had served at least 16 years in a legion and 4 years in the reserves. This was later increased to...
by Ben Charlton | Jul 10, 2023 | Uncategorised
The financial services industry thrives in making simple things complex. This allows it to charge for solving the problems it creates. The biggest area where this happens is in asset management, where managers promise to outperform the market and deliver high returns....
by Ben Charlton | Jul 3, 2023 | Uncategorised
Are you living your best life? If you’re not sure, think about it and find out. Most see retirement as a single event or milestone, and the biggest question they have is: “Am I going to be ok”? Or, put differently, “Do I have enough”? This week, among the meetings I...
by Ben Charlton | Jun 28, 2023 | Uncategorised
We may think that being rich and being wealthy are really the same thing but in fact, they are miles apart. Morgan Housel author of “the psychology of money”, describes the highest form of wealth as “being able to do what you want, when you want for as long as you...
by Ben Charlton | Jun 26, 2023 | Uncategorised
Relocating is a goal that we help many seniors plot on their retirement journey. However, moving into that dream retirement home can create a new set of challenges for folks who haven’t thought about how they’re going to spend their time and who with, in a whole new...
