June 2020 -Recent Announcement to the Pension Legislation
A recent announcement was made by the Government of Bermuda regarding …
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May 2020 -Recent Announcement to the Pension Legislation
A recent announcement was made by the Government of Bermuda regarding …
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How Can You Combat Inflation?
Concerned about market volatility? Long-term inflation can also deplete …
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Financial Planning For The Unexpected
Crisis Management: Planning your finances before the unpredictable happens …
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Credit Card Debt Getting Out Of Control?
Managing money takes discipline, sacrifice and commitment …
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What Is Your Behavioural Finance?
A person’s view on money is like a fingerprint; no two views are exactly …
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Deciphering Investment Risk & Reward
Risk and reward are two key components in understanding the type of …
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Eight Habits of a Wealthy Person
Lots of articles are being written that clearly show the rich are getting …
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The CFO of Home Operations
In every family, one of the most important discussions is to appoint …
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Are you a risk-taker?
Speak to anyone who has decided to go it alone and open a business, and you …
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Retirement: Is it time to start downsizing?
Before you decide to downsize your lifestyle, make sure you have a clear …
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Plan On Leaving An Inheritance?
Leaving an inheritance or a legacy for the next generation is definitely a …
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The 10 most common pension questions
Let’s get real. The subject of pensions and how they work isn’t a hot …
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A wise man once said….
A couple of weeks ago, I was speaking with my 98-year-old grandfather who, …
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Technology vs. Common Sense
As technology develops, the side effect is the declining ability to use …
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5 Year Retirement Plan
For a lot of people, planning for retirement normally starts about 5 years …
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Rolling over pensions
Gone are the days when you worked for the same employer for 50 years, for …
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How To Plan For Early Retirement
Carla Seely discusses how to navigate the waters when retirement happens …
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Knowing how to manage your debt
Knowing how to manage your debt and sticking to a realistic budget isn’t …
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How To Time Your Retirement
The answer to this question is not simple, we approach retirement with a …
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Retiring for the "Sandwich generation"
A lot of people who are getting close to their retirement age are being …
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Are you considering retiring overseas?
There is a growing trend in Bermuda among people who are ready to retire or …
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Manage money to plan for the unexpected
Speak with anyone who’s been in an emergency situation like a fire, flood …
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Creating a net worth statement
To better understand where your finances stand today and how you can start …
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Getting ahead in your fifties
You have worked hard, saved hard, almost paid off your mortgage and the …
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Deciding how to allocate net worth
On building a net worth that is well diversified and encompasses all asset …
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Dynamics of owning a small business
Some people are entrepreneurial in nature and are driven to open and run a …
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Discussing retirement planning
We are all living longer than generations past and our pension and …
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Think long-term with investing
It’s about your investment goals, your investment time horizon and most …
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“Topping up” retirement savings
Retiring from paid work is a major life change, and your pension’s sole …
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Avoiding the “Merry credit card debt”
Happy Holidays, Season Greetings and Merry Christmas… some of us will …
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How inflation can deplete net worth over time
In the past couple of years I’ve noticed that every time I head to the …
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