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So as Christmas approaches, I thought it of the theme for this article – what is the relevance of birthdays in financial planning? In chronological order I thought it would be worth considering a few key birthday’s as they relate to financial planning. Perhaps the first time a parent thinks about life insurance is when they have a child, yet …
It’s a bit of a misconception that advice is only really needed at critical life stages such as retirement or buying your first home. In today’s day age where marriage and home ownership often take a back seat to starting a family, travelling or pursuing a passion that may not be as lucrative as an office job, it is important …
