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Julie’s Retirement Blog

Julie’s Retirement Blog

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...

Magenta’s 10 Point Plan for your finances

Magenta’s 10 Point Plan for your finances

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...

The Perils of Taking an Income from your Pension in Retirement

The Perils of Taking an Income from your Pension in Retirement

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...

What do we do when a client dies?

What do we do when a client dies?

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...

Coronavirus and Dementia

Coronavirus and Dementia

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...

Do It Yourself or Hire a Financial Planner?

Do It Yourself or Hire a Financial Planner?

By Julie Lord Few people describe making large financial decisions as "effortless", "painless", or "fun." In some situations, you may even lose sleep over choices surrounding your finances. When you factor in coronavirus or any financial uncertainty surrounding these...

Money and Happiness

Money and Happiness

Most of us spend a lot of time and effort trying to increase both of these during our lifetimes. We have all heard the old adage that “Money can’t buy Happiness” but is this right? Perhaps what we should say is: “If you think money can’t buy happiness – you’re not...

Magenta is 4!

Magenta is 4!

How did that happen? It only seems like a few weeks ago that we were contemplating a fresh new vision for financial planning advice and making our plans for the future. We remember well the fun we had in choosing our name (See blog “Why we called ourselves Magenta”)...

Thinking about purposeful investing

Thinking about purposeful investing

An interview with Damien Lardoux, EQ Investors https://www.youtube.com/watch?v=a8Nl1LoYcnw There’s always a purpose behind financial investments. What’s yours? Is it performance alone? Or maybe it’s preserving your wealth for the next generation. Or maybe you want...

The Post-Pandemic World

The Post-Pandemic World

Thinking about how technology can help us all be more human A few months ago, we used to talk about “when things get back to normal.” Some of us even talked about a “new normal.” We certainly all thought about a time when we could meet face to face again and when we...

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