Smart Money Newsletter Jul/Aug 2018

Smart Money Newsletter Jul/Aug 2018

Welcome to our 2018 Jul-Aug FCFP Newsletter. We bring you an array of insightful articles covering everything you need to help plan your finances, both before, during and after retirement.

A full list of the articles featured in this issue appears on page 02. Highlights below.

Page 03 – Transferring ISAs

If you have accumulated a number of Individual Savings Accounts (ISAs) over the years, keeping them all in one place could give you better control and help you save money.

Page 04 – Planning long term life goals

Have you ever thought about writing a letter to yourself to describe your ideal future life, long-term life goals and the process of how to plan for them? We look at how imagining what you want your life to be like in the long term can help you think much further ahead than you might have done before.

Page 06 – Deciding a retirement date

At some point, you’ll say ‘goodbye’ to your co-workers, get into your car and drive towards the next phase of your life – retirement. But when will that be? It’s one of the most important decisions you’ll ever make, so it’s not surprising that determining the date is harder than you may expect.

We hope you enjoy reading this edition, and if you would like to discuss or review any areas of your financial plans, please contact us. We very much look forward to hearing from you.

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