Category: Financial Planning

Different Horizons

“World stock markets have rounded off a wild and difficult year,” the article began, pointing to multiple uncertainties in a polarised US political system, a crisis–ridden Eurozone and a rapidly slowing Chinese economy. Does that sound familiar? That was from a calendar year wrap–up of markets published by BBC News on 30 December 2011, more […]

How’s Your Balance?

You wouldn’t expect a business to run without the CEO keeping a close eye on the numbers.  Having good and regular oversight on the company’s financials is essential.  After all, good decisions require good information. Is it any different for people when it comes to household finances? No. Well, it shouldn’t be. So just as […]

Values-Based Retirement Planning

In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been on building a nest egg. In The Late-Start Investor, author John Wasik recommends discarding this obsolete view in favor of a “flexible life plan that provides for financial, vocational, […]