Financial Planning

Financial planning, unit trust, insurance, protection, wills, trusts, sources of income for everyone

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Entries from December 2007

Retirement Planning - It’s Never too Early

December 1st, 2007 · No Comments

There may come a time when you will elect to stop working or you decide to retire based on other factors. The time to plan and prepare for the event cannot be started early enough. In study after study the majority of Americans retire with little more than Social Security and a small pension. This [...]

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Tags: Retirement

Bold Retirement - Will You Be Ready?

December 1st, 2007 · No Comments

When Mary Lloyd asked me to review her book, Bold Retirement: Mining Your Own Silver for a Rich Life I agreed but with some trepidation. There are two words in the title that are turnoffs for me: “retirement” and “silver.” I loathe and detest the word “retirement” and the word “silver” conjures up visions of [...]

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Tags: Retirement