Imagine you suddenly have a large sum of money in your hands. You stand at a financial crossroads, much like a medieval knight before a stone inscribed with three choices: • Go left – invest everything at once. • Go right – invest gradually, buying in small, equal amounts over time. • Stay put – […]
When to Enter the Market? Simple Answers to Complex Questions Read More »
Everyone has a different vision of what retirement looks like. Setting a vision for how you want to spend your “golden years” is the first step in establishing your retirement portfolio. Most people go through three phases in their financial journey—wealth accumulation, wealth preservation, and income generation—each with specific investing implications. Understanding the phases of
Three Key Phases to Successful Retirement Planning Read More »
In our rapidly changing world, new technologies and evolving regulations can make managing finances daunting, especially for international employees, business owners, and expats. Staying informed and making the right financial decisions can feel overwhelming. This is where an Independent Financial Adviser (IFA) can be invaluable. The Value of an IFA Many of us neglect to
Why It Could Be Important for You to Work With an Independent Financial Adviser (IFA) Read More »
Retirement planning is a critical aspect of financial management that requires careful consideration and proactive decision-making. Whether you’re nearing retirement age or just starting to think about your future, having a solid retirement plan is essential for achieving your long-term goals and maintaining financial security. In this comprehensive guide, we’ll explore critical steps for retirement
Begin with the End in Mind: A Comprehensive Guide to Retirement Planning Read More »
Are you considering a move abroad for work or retirement? Perhaps you’re already living abroad and navigating the complexities of international finance and lifestyle adjustments. If so, this podcast is for you. In this episode, we dive deep into the evolving landscape of global mobility, financial regulations, and the challenges faced by individuals moving abroad.
Moving Abroad for Work or Retirement with Urs Bolt Read More »