Knowledge is power. Here’s a collection of relevant articles on financial planning and investment management .
Parenthood, Gender Equity, and Retirement: What Couples Can Do
Parenthood is an important stage where financial planning is required to manage the impact of this change.
"Couple discussing retirement planning in New Zealand"
How Self-Employed Professionals Can Boost Their Retirement Savings.
Self-employed professional working and reviewing retirement savings with Athena Wealth adviser Sumita Paul.
Value of an Adviser
An Age of Financial Wisdom? Really?
" .......Miller says she and her husband could have made more money if they had left it in growth funds. Likewise, she invested in rental properties, which she thought could be an easy source of income but weren’t.
It wasn’t until she was in her 50s that she and her husband finally turned to a certified financial planner to help with investments, she says.
“In your 50s, you have enough maturity and experience to know you need help,” says Miller......"
Candid thoughts on Financial Planning and Wellness
Podcast on Financial Planning and Financial well-being. Importance of estate planning and investment management.