by Gretchen Betts | Dec 23, 2023 | Financial Planning
As we usher in a new year, setting financial goals may be top of your list! Here are three simple tips to help you get started: Define Clear and Attainable Objectives: Start by outlining specific financial goals Whether it’s saving for a dream holiday,...
by Gretchen Betts | Dec 16, 2023 | Christmas, Financial Planning
As we enter the final countdown to Christmas and the New Year, Magenta sends you all warm wishes for joy and happiness. In a year full of ups and downs, including legislative changes, staff leaving, new staff joining, and the tricky economic backdrop we’re still...
by Gretchen Betts | Dec 6, 2023 | Financial Planning, Wellbeing
Money continues to be something we are reluctant to talk about with others. It means that often we make financial decisions on our own, and unless we have great advice, we may be left worrying about whether we have done the right thing. If you’re not confident...
by Gretchen Betts | Nov 30, 2023 | Financial Planning
As we approach the end of the year, it’s that time again to assess your financial goals and the plan you’ve made for the future. Meeting with your Magenta financial planner annually is a crucial step in ensuring your financial health and stability. Before you...
by Gretchen Betts | Nov 27, 2023 | Budget
On Wednesday of last week, Jeremy Hunt unveiled his Autumn Statement. Despite speculation about potential reductions in inheritance tax, no adjustments were made. The major announcement centered around the reduction in National Insurance, while tax thresholds, as well...