Financial Planning Jargon, Investments, Last Will and Testament, Life Insurance, Retirement

Did you plan for the road ahead?

With 2018 around the corner, it is a good idea to take stock of where your finances are currently, and where you want to be in a years’ time. It is a great time to consider your bases, as well as if there are any shortfalls. ( https://www.linkedin.com/pulse/playing-catch-up-michael-pfister/ ) Here are a few points to consider: Will: … Continue reading Did you plan for the road ahead?

Financial Planning Jargon, Investments, Last Will and Testament, Life Insurance, Retirement, Short Term Insurance

Playing Catch Up?

Since you were a little boy/girl, your dream was to drive a fancy car that gets noticed. Maybe it was a fire truck at first, but then became a Ferrari. In red. Of course. How about sipping cocktails on an island for 3 weeks, with the girls, instead of visiting the parents’ holiday house in… Continue reading Playing Catch Up?