by Dominic Sheehan, Financial Adviser and Head of Advice at Cambridge Partners. According to research conducted by the Exit Planning Institute, 75% of business owners ‘profoundly regret’ selling their business within one year, post transition⁽¹⁾. Why is this? I have seen clients sell businesses for millions of dollars – that should make you happy, right? […]
How to sell your business without regret Read More »
As Financial Advisers, talking about money is part of our day-to-day operations. Coaching people through times of transition and guiding conversations around money values and the feelings involved is important when we meet with our clients. ‘Arguments over money are the second biggest reason that relationships break down or end in divorce’, says Bridgette Jackson
Money and relationships: Getting your financial house in order Read More »
For many New Zealanders, term deposits have been a popular (and quite profitable) method to grow savings and even provide a reliable source of income in retirement. However, as interest rates have steadily dropped over the last few years, those of us who rely on term deposits have become increasingly uncomfortable with the returns we
Building Wealth Series:Beyond Term Deposits Read More »
For many of us, these last weeks have been remarkably similar to being retired. We didn’t have the regular commute and familiar routine of the working week, we were at home 24/7, and, for many, our regular income has been severely curtailed. What a great opportunity to give some serious thought to what life in
How Have You Enjoyed Your ‘Practice Retirement’? Read More »
This fascinating article by New York-based author and financial commentator Carl Richards turns the whole concept of retirement on its head and asks some thought-provoking questions which we all need to consider if we are within even ten years of retirement.Our thanks to Carl for this article. Today, I want to talk to you about
How to Retire with Less Golf and More Satisfaction Read More »
Your retirement is a time when you can truly live your life in a way that is true to the values that you have. Psychiatrist Abraham Maslow called this state “self-actualization” (Maslow, 1943). Simply put, retirement gives you the opportunity to become the person you really are, free of the pushes and pulls of daily
Living Your Values in Retirement Read More »
Are you loving – or loathing – the thought of spending lots more time with your partner after retirement?! There’s nothing like suddenly being thrown together 24/7 to really shine a spotlight on your relationship. And the results are not always positive, as anyone who’s ever holidayed with a warring couple will confirm! Retirement expert
I married you for love – not lunch! Read More »
Time seems to be of the essence when you retire and what you do with that time now becomes a decision what you will do with it. Yet, there is a big difference between “time-filling” activities and “fulfilling” activities. With 168 hours in a week, 56 hours of that roughly spent sleeping, leaving you 112
Fulfilling vs. Time-Filling Read More »
When it comes to industries, the investment industry is one of the more male dominated around. Because of this, many people just assume that men are better investors. They would be wrong. According to data from US financial services giant Fidelity Investments, women are actually superior investors. At least, that’s what US data appears to
Why Women Make Better Investors Read More »
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