financial planning Archives - Financial Expert™ https://www.financial-expert.co.uk/topics/financial-planning/ Invest in yourself Wed, 17 May 2023 06:44:14 +0000 en-GB hourly 1 https://wordpress.org/?v=6.5.2 https://www.financial-expert.co.uk/wp-content/uploads/2019/10/cropped-Favicon-32x32.png financial planning Archives - Financial Expert™ https://www.financial-expert.co.uk/topics/financial-planning/ 32 32 How to Develop Financial Goals https://www.financial-expert.co.uk/how-to-develop-financial-goals/ Sat, 29 Apr 2023 11:36:10 +0000 https://www.financial-expert.co.uk/?p=19935 People always set out certain goals for the future, specifically financial goals. However, for some people, it might be difficult to come up with specific objectives and plan them out ...

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]]> Boost Your Financial Management With the Top MacBook Apps https://www.financial-expert.co.uk/boost-your-financial-management-with-the-top-macbook-apps/ Wed, 22 Mar 2023 18:29:37 +0000 https://www.financial-expert.co.uk/?p=19791 As a MacBook user, you already know the benefits of using this laptop for daily work. But did you know there are also the best apps for MacBook that can ...

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]]> Six Ways to Organise Your Monthly Finances https://www.financial-expert.co.uk/six-ways-to-organise-your-monthly-finances/ Mon, 28 Nov 2022 19:51:11 +0000 https://www.financial-expert.co.uk/?p=19257 From simply going over your budget all the way to high interest charges, a lack of organisation will significantly impact your finances over the long term. On the other hand, ...

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]]> Should You Set Up a Trust for Your Estate? 5 Key Factors to Consider  https://www.financial-expert.co.uk/should-you-set-up-a-trust-for-your-estate-5-key-factors-to-consider/ Wed, 22 Jun 2022 06:44:35 +0000 https://www.financial-expert.co.uk/?p=18458 A trust is an agreement that allows a trustee or a third party to hold on to assets on behalf of the beneficiary. Trusts are added to a will if ...

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]]> 7 Tips: How to Effectively Conduct an Online Financial Planning Meeting https://www.financial-expert.co.uk/how-to-effectively-conduct-online-financial-planning-meeting/ Mon, 02 May 2022 10:03:04 +0000 https://www.financial-expert.co.uk/?p=18269 There are many reasons why some people don’t like online conferencing to conduct financial planning sessions. Video makes it harder to read the emotions of the interlocutor (not to mention ...

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]]> Top 5 Financial Planning Tips For Young Adults https://www.financial-expert.co.uk/top-5-financial-planning-tips-for-young-adults/ Mon, 11 Apr 2022 07:11:54 +0000 https://www.financial-expert.co.uk/?p=18069 You may struggle with financial planning as a young adult, especially if you lack adequate financial education and understanding. That, alongside the fact that you may have just started earning ...

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]]> When Is The Best Time To Create a Will https://www.financial-expert.co.uk/when-is-the-best-time-to-create-a-will/ Fri, 26 Nov 2021 13:26:08 +0000 https://www.financial-expert.co.uk/?p=16266 The best part of getting older is that you get to relax a bit more. There are a number of steps that you will take to make your golden years ...

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]]> Should You Invest for Income or Growth During Retirement? https://www.financial-expert.co.uk/should-you-invest-for-income-or-growth-during-retirement/ Sun, 10 Oct 2021 12:42:10 +0000 https://www.financial-expert.co.uk/?p=15419 Retirees tend to change their investment strategy when they reach retirement. A common practice is to adopt a dividend investing strategy (see dividend investing books on this subject) and use ...

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]]> How to Reassess Your Portfolio at Retirement https://www.financial-expert.co.uk/how-to-reassess-your-portfolio-at-retirement/ Sun, 10 Oct 2021 06:50:12 +0000 https://www.financial-expert.co.uk/?p=15405 Planning for retirement is a complex area and you may be interested in the best retirement planning books or financial advice before planning your own retirement. That being said, you ...

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]]> How to Prepare Yourself for Questions During Your Mortgage Application https://www.financial-expert.co.uk/how-to-prepare-yourself-for-questions-during-your-mortgage-application/ Wed, 06 Oct 2021 17:21:03 +0000 https://www.financial-expert.co.uk/?p=15354 Regardless of whether you are applying for your mortgage directly with the lender or utilizing a mortgage broker, you will consistently confront some type of mortgage meeting. This will help ...

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