Financial planning – Why it’s better for your money to outlive you? When we put together a financial plan, we use a mortality of age 100 because we don’t want you to run out of money. We also use a financial planning forecasting tool to help you “see” your financial […]
Category Archives: Financial Planning
Blog, Business, Financial Planning, Investments, Later Life, Medical, Pay, PAYE, Payroll, Pensions, Personal Finance, Protection, Wealth
Financial planning for newly qualified dentists
24
May
May
Hurrah, after 5 long years you are now ready to go out and earn some money! What should newly qualified dentists be thinking about? How you are paid Ultimately the contract with the dental practice will determine your status for tax but if you are self-employed, it is up to […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Why organising your finances is good for your mental health
11
May
May
Why is organising your finances good for your mental health? Mind, the mental health charity says: It’s those nagging thoughts in the middle of the night that cause us to lose sleep, cause gut busting anxiety and yes, it can become a vicious cycle leading to depression, relationship issues […]
Banking, Blog, Budget, Business, Family, Financial Planning, Later Life, Pensions, Personal Finance, Wealth
15 tips for financial freedom
04
May
May
Get yourself on the right financial path Financial freedom means having enough money to afford the lifestyle you want for yourself and your family for the rest of your life, without fear of running out or being employed or dependant on others. These 15 top tips can help you on […]
Blog, Events, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Happy Financial Independence Day
26
Apr
Apr
On 25 April the world celebrated Financial Independence Day. So, what is Financial Independence? Well, according to Wiki it’s “the status of having enough income to pay one’s living expenses for the rest of one’s life without having to be employed or dependent on others.” Sound good? But how many of us actually know how […]
Blog, Community, Events, Financial Planning, Investments, News, Wealth
Happy Good Earth Day – sustainable investments
22
Apr
Apr
Happy Good Earth Day! Here at Robson Laidler Wealth we understand that the way we invest money has the power to change the world. That’s why we launched our Sustainable Investment portfolios last year. Our portfolios embrace the UN Sustainable Developments Goals and have a “do no harm” ethos. The […]
Blog, Budget, Financial Planning, Investments, Personal Finance, Wealth
What is Financial Independence Day?
25
Mar
Mar
There is a “movement” doing the rounds at the moment, FIRE, “Financial Independence Retire Early”. It’s based on the bestseller “Playing with FIRE” by Scott Rieckens. Scott was so fed up with his life he decided to quit the rat race, cut his expenses in half so that he could […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
When can I retire? Do you know your “magic number”?
09
Mar
Mar
I was having coffee with friends, in those pre-lockdown halcyon days, and one asked “when do you think you will retire?” My answer is always the same “when my pension and investments reach the magic number!” Obviously my magic number is personal! But I 100% know what it is and […]
Blog, Business, Financial Planning, Investments, Personal Finance, Wealth
Business owner anxious about finances?
03
Mar
Mar
What a time to be in business! Fine if you are Amazon founder Jeff Bezos or own a takeaway coffee van! We recognise however that some business owners are having a very stressful time and that’s why we are working closely with our Wealth Management team to help clients see […]
Blog, Budget, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Property, Wealth
Who wants to be a millionaire? Who needs to be a millionaire?
25
Feb
Feb
Think back to the 80’s (if you can!) we had Wall Street, Harry Enfield’s Loadsamoney, Miami Vice, regular news items on city traders making a fortune. At that time being a millionaire was out of reach for most people. Maybe a bit distasteful even. Since then, due to the success […]