Welcome to our latest edition and our customary collection of articles designed to help you create and protect your wealth to be able to experience life to the full.
Articles featured in this issue:
Risk of retirement longevity
Maximising investment returns over a longer life expectancy
Inflation-proofing your portfolio
One of the biggest threats to the health of your investments
Staying invested and giving your money the greatest chance to grow
How would you cope without an income?
Make sure you’re ready should the unexpected happen
Building a strategy that meets your financial needs
Preparing ourselves for life to be really strange for some time
Preserving your wealth
Once you have acquired your wealth, the last thing you want to do is lose it through poor asset protection
How sustainable is your portfolio?
Increased investor focus on environmental, social and governance considerations
How our retirement plans may change in response to the coronavirus pandemic
Ensure your future income will allow you to enjoy the lifestyle you want
Financial fallout from COVID-19
Impact on the nation’s wealth and financial security
Top 10 countries to retire to abroad
Living in a place where the lifestyle and cost of living matches your financial situation
Rise of the female breadwinner
Women now earn the most in one-in-four households
Protecting your retirement plans
Don’t let coronavirus derail your financial future
Mind the knowledge gap
Some people still struggle to make informed retirement decisions
Freeing up extra money
Home is where the heart and tax-free wealth is!
Traditional spending and saving habits have been turned upside down
Planning a move abroad?
Undertaking what is required takes a great deal of thoughtful consideration
Presenteeism during lockdown
Levels reach record highs in organisations as stress at work rises
Hurting from home
Is the ‘new normal’ having an adverse effect on your health?
Time in the market, not timing the market
Don’t get distracted from staying focused on your investment goals
Looking to the future
Successful life planning also requires a significant degree of financial planning
If you require any further assistance, please contact us – we look forward to hearing from you.
Oakwood Financial Services