by Gretchen Betts | Oct 19, 2020 | Financial Planning, Money, Retirement
Part 1 At the time of writing, Bob and I should be enjoying our honeymoon on safari in Africa. Alas our wedding has been postponed until July 2021 and as our retirements have been formally announced with a family party and a lovely Magenta afternoon tea, we decided to...
by Gretchen Betts | Oct 12, 2020 | Financial Planning, Lifestyle, Money talks
1. Get organised! You can’t hope to make an accurate and robust plan for the future if you don’t know where you are starting from. Get all your paperwork together so you know what all your insurance policies cost, the cover levels and what they are for; what...
by Gretchen Betts | Oct 5, 2020 | Financial Planning, Pension
Commonly called Pension Freedom, since 2016 people have been able to access and ‘drawdown’ their pension funds from age 55 and to take out money whenever and however, they wish. On the face of it this sounds like a great development – much more flexibility than under...
by Gretchen Betts | Sep 27, 2020 | Death, Financial Planning
First of all we grieve. Most of our clients have been with us at Magenta and previous companies for many years and have become firm friends in deep, mutually respectful and beneficial relationships. We have shared momentous events with them – new children and...
by Gretchen Betts | Sep 21, 2020 | Advice, COVID19, Dementia, Financial Planning
The ongoing impact on lives The coronavirus pandemic and all the precautions that come with adapting to the ‘new normal’ are taking a toll on all of us, but especially those suffering from Dementia and Alzheimer’s disease. Dementia itself does not increase a person’s...
