by Gretchen Betts | Oct 10, 2016 | Lifestyle, Technical
Unfortunately, financial planning is still not a compulsory part of education in schools. This means that a lot of us, myself included, have had to face some big financial decisions completely unprepared. What does my salary mean in “real money”? What should I be...
by Gretchen Betts | Sep 27, 2016 | Lifestyle, Technical
Making sure that you have made plans for after you’ve gone will give you peace of mind. But providing your family with lasting benefits means taking preventative action now! Protecting your estate is ultimately about securing more of your wealth for your loved ones...
by Gretchen Betts | Sep 20, 2016 | Lifestyle
As Financial Planners we regularly talk to people who are affected by Alzheimer’s and Dementia and understand the stress and distress this can place on individuals and their families. Dementia knows no social, economic or geographical boundaries. Whilst each person...
by Gretchen Betts | Sep 15, 2016 | Technical
Today is Pension Awareness Day! Here are some tips – if you don’t know where to start with your pension savings: 1. Plan for the lifestyle you want and undertake a lifetime cashflow exercise 2. Think about when you want to retire 3. Get organised and track...
by Gretchen Betts | Sep 13, 2016 | Lifestyle, Technical
At Magenta, our experience shows us that there are 3 main later life client concerns: How can I stop my money running out? Should I plan for Long Term Care and how do I deal with it should the need arise? How can I reduce the amount of tax when I die and ensure I...
