Where does all your money go?
Keep track of your spending by gaining control of these 5 areas of personal expenditure. Then you will become a savvy spender and smart saver.
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Financial foundations to protect your family
Financial foundations include family protection, to ensure your family remains protected should anything happen to you.
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A Guide to Personal and Family Protection
Laying the financial planning foundations to ensure your family remains protected starts with Personal and Family Protection.
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Getting the best Return On your Life (ROL)
How well you are doing in living the life you want, with the money you have? Or is your money controlling what you do and how you do it?
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Where do you sit on the decision-making scale?
How measured are you when it comes to making significant decisions? The time and research probably varies depending on the topic in question.
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Time to sit on your hands
Keep sight of why you invested in the first place. It was for the long term, and those goals have not changed. Sit tight. Over the long term markets do go up.
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What is Financial Wellbeing?
We are told ‘plan our finances for the future’, but for what purpose? Retirement - what is that? The future - what does that look like?
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We Love Pensions!
Did you know that UK pensioners get a worse deal than Colombians? Pensioners now get legal protection from cold callers. And, HMRC returns £38m to pensioners.
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Money – why it’s good to talk
Do you discuss your finances with your nearest and dearest? In many families, having a frank discussion about wealth still remains a taboo.
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