GPs need to focus on their future financial planning just like the rest of us. Most GPs we talk to are working long hours in addition to patients with Covid, they are dealing with the fall out of long Covid, mental health issues exacerbated by the pandemic and also those […]
Tag Archives: financial planning newcastle
Blog, Financial Planning, Later Life, Pensions, Personal Finance, Retirement, Wealth
Financial planning for later life
07
Jun
Jun
Financial planning – Why it’s better for your money to outlive you? When we put together a financial plan, we use a mortality of age 100 because we don’t want you to run out of money. We also use a financial planning forecasting tool to help you “see” your financial […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Why organising your finances is good for your mental health
11
May
May
Why is organising your finances good for your mental health? Mind, the mental health charity says: It’s those nagging thoughts in the middle of the night that cause us to lose sleep, cause gut busting anxiety and yes, it can become a vicious cycle leading to depression, relationship issues […]
10
May
May
Peace of mind is a phrase that’s used a lot, particularly by financial organisations. Here at Robson Laidler Wealth we would say that it’s about understanding where you are, where you want to get to and how to get there. Inevitably, this gives you confidence about the future, and that’s […]
Blog, Events, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Happy Financial Independence Day
26
Apr
Apr
On 25 April the world celebrated Financial Independence Day. So, what is Financial Independence? Well, according to Wiki it’s “the status of having enough income to pay one’s living expenses for the rest of one’s life without having to be employed or dependent on others.” Sound good? But how many of us actually know how […]
Blog, Budget, Financial Planning, Investments, Personal Finance, Wealth
What is Financial Independence Day?
25
Mar
Mar
There is a “movement” doing the rounds at the moment, FIRE, “Financial Independence Retire Early”. It’s based on the bestseller “Playing with FIRE” by Scott Rieckens. Scott was so fed up with his life he decided to quit the rat race, cut his expenses in half so that he could […]
29
Jan
Jan
Everyday it seems I’m getting queries from clients asking whether they can buy individual shares through the investment accounts that we manage. These queries are likely to be generated as a result of the sizeable gains seen in some stock prices since last March after the pandemic effects took […]
B-Corp, Blog, Financial Planning, Investments, Personal Finance, Wealth
What is green, clean and kind money?
28
Oct
Oct
The coronavirus pandemic has been a wake-up call for many of us in various senses, but especially when it comes to finances. That’s why the theme of this year’s Good Money Week is ‘Clean Slate Green Slate’, encouraging people to consider green investment options, particularly as nearly 40% of us […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Protection, Tax, Taxable Benefits, Wealth
Advice for young families saving for their future
08
Oct
Oct
Today to support Financial Planning Week are some top tips from our paraplanner Danielle Knowles for young families saving for their future whilst looking after their loved ones… I am Danielle, a 37-year-old mum of two to Charlie 5 and Daisy 3. Working in financial services makes you […]
Blog, Budget, Financial Planning, Investments, Later Life, Personal Finance, Retirement, Wealth
Financial Planning in your Thirties
07
Oct
Oct
This week is Financial Planning Week and to support this we have asked our staff to give us their own thoughts on their own financial planning priorities, in hope that this might give others some inspiration and ideas when it comes to planning for themselves. Here’s a great read […]