If you're nearing retirement, you probably have a lot on your mind.
What will you do with all that spare time?
How many holidays can you afford?
Will your money last, even if you live longer than expected?
[Estimated time to read: 15 minutes]
Last week a reader asked us about repatriating to the UK.
He was overwhelmed by the many financial considerations...
And sought a checklist to ensure he didn't miss anything.
Ensuring your finances are in order is one thing.
There are also many practical aspects of moving lock, stock and barrel back to Britain.
If you are in the same boat as our reader, this blog is for you.
Last week's blog was about the uncertainty of investing.
About the many aspects that are out of our control.
Yet, adversely, there are so many things you can control...
And they all begin and end with you.
A reader recently emailed us.
He was moving back to the UK in a few months...
And felt overwhelmed.
He wanted to know what he needed to plan for...
If he had taken everything into account...
If he had forgotten anything.
This one needs a blog of its own.
There's a lot to tackle.
But it's worth a read if you're considering moving back too...
Whether that's now or in the future.
I was watching Peaky Blinders the other night.
The latest episode takes place during the stock market crash of 1929.
The protagonist, Thomas Shelby, is upset about not withdrawing his money.
Worried he may lose out by staying invested.
Of course we know the opposite to be true…
(Don’t worry this blog doesn’t contain spoilers).
If you thought the story of the investor who lost £66,000 was shocking…
Wait until you read this.
An oil and gas professional lost an astounding £210,000…
Officially making it the worst case we’ve ever seen.
Here’s the full story.
Many investment scandals have crawled out of the woodwork recently.
Cases of investors losing their life savings to hidden commissions and toxic products have dominated news headlines.
Investors want answers.
They want to avoid the same thing happening to them.
In life, nothing’s certain…
Not your job, your health, your lifestyle, nor the money in your bank.
But like death and taxes, one thing is for sure…
You need a plan.
One that you believe will work for you and your goals.
So you can successfully reach your ideal future.