Financial resolutions to boost your wealth this year

Financial resolutions to boost your wealth this year

TAKING A PROACTIVE APPROACH TO CLARIFY YOUR CURRENT FINANCIAL STANDING The start of a new year is the perfect opportunity to take a step back and thoroughly reassess your financial situation. It’s a natural time to evaluate and reshape your saving habits, particularly important whether you’re building an emergency fund, planning for retirement or investing […]

Pension Lump Sum Mortgage Dilemma

Should You Use Your Pension Lump Sum to Pay Off Your Mortgage?

Should You Use Your Pension Lump Sum to Pay Off Your Mortgage?Key Considerations and Pitfalls With interest rates on the rise, we consider the pension lump sum mortgage dilemma.  Using your pension’s tax-free lump sum to pay off your mortgage may seem like a smart financial move. Reducing monthly expenses as you approach retirement can […]

How much do I need to save for retirement?

How much do you I need to save for retirement?

Ensure your money works effectively to enjoy retirement on your own terms. With pensions awareness this week the focus is on how you can achieve the lifestyle you want in later life.  How you invest in your 50’s could significantly impact your quality of life in retirement. While there is still time to increase your […]