Retirement planning – Investment options (II)
Last week we defined what a private investment plan is and also introduced investment principles and the two broad types of investments. We need to kn
THE Retirement Planner
THE Retirement Planner
Retirement planning – Investment options (I)
Several weeks ago, we discussed retirement benefits planning. In doing so, we introduced government-regulated and, rather tangentially, individual pla
Retirement planning – Budgeting (III)
Before my ‘Letter to a Friend’ last week, we covered what a personal budget is; its purpose, benefits and types. We also covered the principles and pr
Retirement – Letter to a friend
Our series on budgeting will continue next week. Today, however, I am writing a letter to a good friend who has just retired. I hope all recently-reti
Retirement planning – Budgeting (II)
Last week we defined what a personal budget is, its purpose, benefits, types and why many people don’t budget. Today, we will discuss the principles o