posts category

Planning

If you are 65 and already have several millions to play with, questions raised in my previous post on Getting Started are not so much of a worry. If you are much younger and are developing a “retirement vision” then START PLANNING NOW! If you are fortunate enough to have …

Continue reading

The Wheel of Life is the perfect tool for planning your retirement. Answer the questions, ‘How is my life now?’ and ‘How do I want to be?’ and you are on your way. The Wheel is a great tool for both evaluating your current level of …

Continue reading

Your retirement lifestyle planning may start with financial planning, but having a happy retirement needs a much more holistic approach. It is also an ongoing process which you will refine over time. Why you need more than a financial planner for developing a holistic retirement plan We started planning the …

Continue reading