Living in Switzerland with a 401k
The 401k is an incredible investment vehicle when you are living and working in the USA. However, it can be complicated to convert or re-invest when you live in Switzerland. Many expats chose to leave their 401k as it is and are often unaware that there are other investment options available to them. There can …
Are you heading towards the wrong financial goals?
So, you’ve set your financial goals, worked out what you’ll need to do to make sure you achieve them, and mapped out your route and the milestones you’ll need to hit on your journey. Job done. Time to sit back and enjoy the returns of your hard work! But is it really as simple as …
Six apps to help you develop great saving habits
Helping people budget effectively and make the best use of their money they have has been the bread and butter of the financial industries world. To support advisers in their mission there is now a raft of technology-based solutions to help people budget. These range from simple spending trackers to full-blown financial applications linking accounts, …
Key considerations for later life planning
The good news is, we’re all living longer and, as a result, we can look forward to longer retirements. The bad news is we have to be able to fund a longer retirement. Most people generally don’t give this enough thought, and many will likely run out of money well before they run out of …
Happy couples talk about money
Money is often as a taboo subject for couples to discuss with “money issues” often being cited as a primary reason for couples breaking up. However, recent studies by TD Bank in the US appear to indicate that the tide of popular opinion may be changing when it comes to gauging the effect of couples …
Financial Freedom and Divorce
An emotionally and financially crippling divorce turns your world upside down and lands you in uncomfortable, unknown territory. It brings with it uncertainty and fear about an unknown future and you can find yourself wondering whether being in an unhappy relationship is easier than the alternative. As with all trauma, recovering from a divorce is …
The power of half
When we are happily living as a couple, we rarely want to think about what life would be like without the other person. This is why we often avoid writing wills, sorting out inheritance or planning funeral costs. These tasks definitely aren’t fun even though they are important. But what if we lived our lives …
Planning for an uncertain future
We live in an uncertain world where people place less trust and importance on traditional ways of securing their future. We are less confident that society, national institutions and regulatory schemes and assistance will provide for our futures. How can we change what we do to provide a more certain future? American computer scientist Alan …
When it comes to finance, why isn’t there equal representation?
We recently promoted our first female financial planner, Olivia Williams, and while it is undoubtedly better to have one female planner than no female planners, it did make us take a step back and look at female representation within finance, for both clients and advisors. There are a number of inequalities around females and finance: Men tend to …
Why hire a financial planner?
If you’ve arrived at this post then you have likely asked yourself whether you should hire a financial planner. You might be at the start of your journey to find the right financial planner, or maybe you’re simply questioning whether this is really a service you want? In this post we breakdown some of the …