September 9, 2021
There is a bit of a misconception that people in their 60s aren’t employable. But we actually disagree with this. We...
August 31, 2021
Chances are you’ve heard some of Jimmy Buffett’s classic songs. ‘Margaritaville’ and ‘It’s five o’clock somewhere’ are...
August 26, 2021
We are often asked why we focus on people over 50. This is our niche; we rebranded in 2020 and changed our name to...
August 18, 2021
A year ago, Dallas met with some regular clients. This couple – one who is retired and one who is close to retiring –...
July 26, 2021
The world of finance sometimes comes with a big elephant in the room – is your adviser trustworthy? Unfortunately, we...
July 23, 2021
Please excuse us for this title – but we are hoping to paint a picture in your head. The thing is, nobody wants to go...
July 19, 2021
Many people think of their retirement savings as being one ‘bucket of money’. But how much is enough? As a very rough...
July 15, 2021
Who remembers the ad from 1994 about the average family having 2.3 children? It may be stretching the memory a little,...
July 15, 2021
If you own property, at some stage you’ve probably had to decide between variable and fixed interest rates. Today we...
July 13, 2021
Towards retirement, we always discuss assets and liabilities with our clients. Many of them talk about their house as...