This month it’s time for the latest in our series of age related articles – welcome to the world of the sixty-somethings! As you (potentially) approach the end of your working life, you are at a really important stage in your financial life. We hope to give you some food for thought to ensure you make the wisest financial decisions to see you through the next phase of your life.

A conversation that often arises with clients is around how much is enough. Everyone is different and has unique wants and needs in life, most of which come with a financial price tag. If someone could wave a magic wand and guarantee each of your wants and needs in life, would that be enough for you?

Tracking indexes over the course of a year reveals a lot about market trends and sentiment. The S&P 500’s performance over the course of 2022 is a great example.

If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.

While individuals’ wealth and health are obviously important for anyone heading into retirement, there are other factors that are usually more important in determining the life satisfaction for retirees.

Bear markets are no fun, but this is where all the best long-term returns come from. The dollars you invest on the way down will be worth more on the way back up.

There’s so much more to life than money.

Having financially literate and educated employees helps you build a more resilient and confident workforce.