Your Finance Matters – Spring 2022
Some great articles on pensions for people in their 40s as well as retirees. Page 9 looks at pension v property wealth and page 7 reminds us of the value of financial advice.
Your Finance Matters – Winter 2022
How to build financial resilience, save for your child’s future, be pension prepared and the great expectations for the year ahead.
fmifa Review – 2022 Edition
This edition focuses on our very successful income portfolio and also provides some background to the workings and purpose of our internal investment committee. It also covers how clients are now using our forecasting software CashCalc to build a plan with long-term goals in mind. CashCalc is not used solely for retirement planning, it can be used for a wide range of financial scenarios, from care home fee funding, school fees planning and even some elements of tax planning.
Your Finance Matters – Autumn 2021
This edition has a good article about investing through the ages. An article on how inflation eats away at high amounts of cash left in the bank. Also some good tips about getting organised and how this improves your wellbeing.
Your Finance Matters – Summer 2021
This edition includes a great article on taking the emotion out of investment decisions and also talks about the impact COVID has had on investing. The back page lists the reasons we have to be cheerful! There are many other topical articles on savings, dividends, pensions and IHT.