Purchasing an Annuity in Retirement
By: Mike Plume Published on: 31/07/2024
In this blog we will look at what an annuity is and how it can be used to provide a steady source of income in retirement.
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By: Mike Plume
Now You Have Sold Your House - What to do With All That Cash
By: Mike Plume Published on: 05/03/2024
In this blog we will dig deeper into the most efficient investment strategies for that large lump sum of cash, the equity you realized when you sold your house. Many people just take it to the bank, but there are potentially better options.
Secret to Personal Financial Planning - Being Lazy
By: Mike Plume Published on: 02/03/2024
In this blog we will look at way to streamline your personal financial planning and make it more automatic. The key is to set your longterm goals, implement the processes to work towards those goals and don't micromanage.
Downsizing in Retirement to Fund Cash Flow
By: Mike Plume Published on: 29/02/2024
It may be time to downsize, either a smaller home or an apartment. Over the next few weeks we will look at this very important topic. Today we will look at an overview of accessing the equity in what is probably your largest asset.