March 15, 2022
Recently, one of our friends got in touch with us saying that they are happy with their current adviser but wanted to...
March 10, 2022
Recently, we got thinking about all the different legislation that affects us as well as our clients. Legislation such...
September 16, 2021
To ‘have someone in your corner’ is a common saying that originated in boxing, where the coach or trainer is in the...
September 15, 2021
There are some important numbers you need to know when you’re nearing retirement. In percentage terms, there are three...
September 13, 2021
We sometimes think about our future self as a different person. Of course, we know this is not actually true. But when...
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...