Tag Archives: money boxes
What’s the point of financial planning? And why would you want to learn about it?
This is the second of three Insights in which we reveal the biggest secret in personal finance – how to design a great financial plan. What have we covered, and what’s coming up? In the first Insight, we learned that very few people are aware that financial planning services exist. We also explored why this […]
Posted in About Money, What is a Financial Plan?
Also tagged Financial Planning, Talk about money
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Should you pay for financial advice? And if so, what’s a reasonable price?
If you’re considering working with a financial coach, planner or adviser and are concerned about the price, this ‘About Money’ article is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After […]
Posted in About Money, Achieving More
Also tagged Financial Planning, money help, Talk about money
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Thinking about choosing boxes for your money? Let’s be clear, you don’t start here! (Part 1 of 4)
A 10 to 20-minute read – depending on your speed. This is the first of four ‘About Money’ articles on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And this […]
Posted in About Money, Money Boxes
Also tagged Financial Planning, money help, Talk about money
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How to choose the right boxes for your money. A checklist you’ll never forget. (Part 2 of 4)
A 5 to 10-minute read – depending on your speed. This is the second of four ‘About Money’ articles on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And we […]
Posted in About Money, Money Boxes
Also tagged Financial Planning, money help, Talk about money
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Four ways to choose good boxes for your money. Exploring the first half of the FILTRATE checklist. (Part 3 of 4)
A 10 to 20-minute read – depending on your speed. This is the third of four ‘About Money’ articles on how to choose the right boxes for your money. Our aim in this series is to equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to […]
Posted in About Money, Money Boxes
Also tagged Financial Planning, money help, Talk about money
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Four more ways to choose good boxes for your money. Exploring the second half of the FILTRATE checklist. (Part 4 of 4)
A 6 to 12-minute read – depending on your speed.
This is the last of four ‘About Money’ articles on how to choose the right boxes for your money.
Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.
Posted in About Money, Money Boxes
Also tagged Financial Planning, money help, Talk about money
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