by Gretchen Betts | May 2, 2022 | Death, Financial Planning, Inheritance, Lifestyle, Money
How lovely! Most people would be envious and agree that this is a wonderful position to be in, but for others it becomes a huge burden and responsibility, particularly if they are not confident about managing money. Everyone dreams of getting a windfall, but many...
by Gretchen Betts | Apr 25, 2022 | Financial Planning, Impact Investing, Lifestyle
1 – Having to sacrifice returns to do good with your money This is the number one discussion point that gets raised by clients when talking about investing ‘ethically’ or ‘doing good’ with money. A significant number of people want their money to do good in the world,...
by Gretchen Betts | Apr 11, 2022 | Death, Financial Planning, Lifestyle
If you knew today was your last day, what regrets would you have? What would you have missed? What do you wish you had done differently? Recently I was referred to a book called ‘The Top 5 Regrets of the Dying’ and have become rather obsessive about...
by Gretchen Betts | Mar 28, 2022 | Advice, Cash flow, Financial Planning, Lifestyle, Wellbeing, Women and finance
We have written often about women being at a disadvantage compared to men when it comes to lifelong financial wellbeing. In fact, they are also in a worse position than their mothers and grandmothers, simply because they are likely to live much longer and thus need...
by Gretchen Betts | Mar 7, 2022 | Financial Planning, Lifestyle, Money, Wellbeing
At Magenta we always ask about a client’s family situation and whether there is likely to be any financial support required for young children, older parents, adult children and/or other family members. It is important that we understand whether there will be any...
by Gretchen Betts | Feb 7, 2022 | Financial Planning, Lifestyle, Wellbeing, Women and finance
Last year we launched our Green Guide and this month we’re officially launching our Financial Planning Guide for Women – just in time for International Women’s Day next month. Many of you may be thinking, why a specific guide for women, why would this be a different...
