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Retirement

The New Rules for Retirement Financial Planning

The old approach to retirement looked at your working life and your retirement as two mutually exclusive things; one busy and active, the other a retreat into passivity. As people now live longer, have improved health and different ambitions for

Steve July 18, 2018June 23, 2019 Blog, Financial Planning, Retirement No Comments Read more

What Your Succession Plan Needs

Thinking about your options to exit? You’ll know by now we’re big fans of early exit planning. But selling the business isn’t your only option – you could consider passing your business on to family or trusted partners when the

Steve June 27, 2018June 23, 2019 Blog, Business, Financial Planning, Retirement No Comments Read more

Have You Got Enough Money?

Got your attention? We thought so – that’s quite a provocative question and the answer is vastly different for everyone. Although we’re big believers in the value of wellbeing and security over building vast personal wealth for its own sake,

Steve May 24, 2018June 23, 2019 Blog, Financial Planning, Retirement No Comments Read more

Why You Need to Figure Out Your Retirement Lifestyle Now

What are your retirement plans? Many business owners find that a daunting question. Maybe you’re at the beginning of your business journey and haven’t considered it, or you’ve been in business so long that you can’t imagine retiring. Either way,

Steve May 3, 2018June 23, 2019 Blog, Financial Planning, Retirement No Comments Read more

Funding Long Term Care – what will be the true cost of the Golden Years?

As average life expectancy continues to increase, more and more of us are likely to require some form of long-term care as we get older.  But with places in residential care and nursing homes costing in excess of £25,000 a

Steve April 26, 2018June 23, 2019 Blog, Retirement No Comments Read more

Can I Afford to Travel When I Retire?

Retirement can be an exciting but daunting prospect for many business owners. The fear that your retirement won’t be enough to fund your dreams is a valid one but you can confront it. You didn’t create a business with sheer luck,

Steve April 5, 2018June 23, 2019 Blog, Financial Planning, Retirement No Comments Read more

Ask Smart: Is It Time to Redefine Retirement?

This month, we’ve got an interesting look at redefining retirement in our Ask Smart Financial blog series, where Smart Financial CEO Steve Martin or COO Dr Mark Todman answer your financial planning questions. Remember Mark or Steve could be answering

Steve November 20, 2014June 23, 2019 Blog, Retirement No Comments Read more

What Do You Want From Your Retirement Lifestyle?

Are you thinking ahead to retirement and looking forward to what comes next? We know you’re not about to let your retirement years just slip by and that you have ambitions you still want to achieve. You’re certainly not alone

Steve October 17, 2014June 23, 2019 Blog, Financial Planning, Retirement No Comments Read more

Are You Ready for Your Retirement Lifestyle?

You’ve worked hard to make your business a success, but have you thought about what your life will look like after you retire? It’s likely your retirement lifestyle will be much different from your business lifestyle, but what does that

Steve August 20, 2014June 23, 2019 Blog, Financial Planning, Retirement No Comments Read more

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