Category: Advice

  • The most underrated financial planning advice – Part 2

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    Arthur Beverly
    in

    Last time out, I talked about luck not being a solid strategy and the Get Rich Quick scheme, as mistakes people make in their financial planning.   Here’s another couple.   Later is now.   I’ve heard, “Right after I get our new car paid off.    Or after we finish the house remodel.   Or we needed…

  • The most underrated financial planning advice – Part 1

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    by

    Arthur Beverly
    in

    We all make mistakes, don’t we?  The trick is to learn from them.  Over the next few blogs, I’m going to pick out some bits of advice that not everyone accepts, or follows but here goes.Luck is not a strategy one should trust. I’m sure we’ve all heard,  “If only I could just win the…

  • The Perils of Offensive Tweets

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    Arthur Beverly
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    Nothing to do with finance but… Here’s something we all know, but is important to be reminded about… Two of the most successful films in the past few years are Disney’s ‘Guardians of the Galaxy’ films. Both have made a lot of money, been widely praised, and have turned the actors into household names. But…

  • Indebted millenials ‘ideal candidates for financial advice’

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    Arthur Beverly
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    Debt-ridden millenials are the ideal candidates for financial advice, according to a a leading financial software provider expert. A spokesman recently insisted young people with loans must seek financial advice now, and not wait once they have finally accumulated wealth. He said: “Although most young people have not accumulated wealth just yet, many have very complicated…

  • Make your own luck

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    Arthur Beverly
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    A little snippet I spotted recently, which I thought might be of interest to some of you.  If not it’s still worth a glance. Think of a time in your life when you got really lucky. Perhaps, for example, you were seated next to a stranger at a dinner party, and she wound up making…

  • Industry takes axe to pension jargon

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    Arthur Beverly
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    Bravo for the ABI. Thousands of changes have been made by pension providers to the documents they give consumer materials, after a two-year industry initiative to make pensions language simpler, clearer and more consistent comes to an end. The Association of British Insurers (ABI), which lead the initiative, said these “improvements will make it easier…