Retirement planning: The importance of setting out your lifestyle goals and more from your latest update...
Matthew Walne CFP? - Certified Financial Planner?
Certified Financial Planner? and Founder of Santorini Financial Planning | Helping business owners & senior executives to retire in confidence | Proudly voted VouchedFor Top Rated Adviser in 2021, 2022, 2023, 2024 ?
Welcome to your latest edition of Wealth Matters.
The end of the 2023/24 tax year is just a few weeks away. It may be your last chance to use some allowances that could reduce your tax liability. If you have any questions about which allowances are appropriate for you, please contact us.
We could also help you review your financial plan for the new 2024/25 tax year to ensure it continues to align with your aspirations.
This month, our articles include:
Retirement planning: The importance of setting out your lifestyle goals
When you start planning for retirement, your focus might be on the financial side. However, paying some attention to your lifestyle goals could help you feel fulfilled as you start the next chapter of your life.
3 insightful research findings that could help you navigate your “second 50”
A report suggests those who have turned 50 recently will have lifestyles that are radically different from previous generations. Find out why and what it could mean for your financial plan.
How to move into the decumulation phase of retirement planning
Moving into the decumulation phase of retirement planning can present some challenges. As well as understanding how to effectively manage depleting your assets, you may find you need to adjust your mindset too.
5 handy tips that could help couples create an effective financial plan??
Managing your finances as a couple could mean you’re more likely to reach goals, but it can come with challenges too. Here are five handy tips that could help you and your partner build an effective financial plan.
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A Lasting Power of Attorney could offer protection at every life stage
While you might associate needing a Lasting Power of Attorney with the elderly, ill health and accidents could occur at any age. Naming someone you trust to act on your behalf if you’re unable to make decisions could provide vital protection.
Investment market update: January 2024
Persistently high inflation continues to affect economies and financial markets, as do fears that some countries will fall into a recession in 2024. Discover some of the events that may have affected your investment portfolio in January 2024.
Guide: Everything you need to know about annuities when creating a retirement income
If you’re nearing retirement, how you access your pension is an important decision. One of your options may be to purchase an annuity to create a regular income. This useful guide explains what you need to know to assess if an annuity could be right for you.
If you’d like to talk to us about your financial plan, please get in touch.
Matthew Walne CFP? Chartered MCSI
MANAGING DIRECTOR | CERTIFIED FINANCIAL PLANNER? | CHARTERED WEALTH MANAGER
Thriving in a challenging world requires embracing change and continuous growth ??. As Socrates famously said, The secret of change is to focus all of your energy not on fighting the old, but on building the new -. Keep innovating and pushing forward, your resilience is inspiring! ???