Economic Review – December 2018

Economic Review – December 2018

Welcome to the latest edition of the Economic Review, this article is designed to keep you informed about general updates in the financial sector.

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The case for putting life insurance policies in trust

The case for putting life insurance policies in trust

Life insurance isn’t for you, it’s for those you leave behind.  The saying may be old, but it is still true.  Given that the whole purpose of life insurance is to take care of the people you love when you are no longer around to do so, surely it makes sense to complete the process by ensuring that your loved ones can access the funds you’ve prepared for them as quickly and easily as possible.

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The retirement income conundrum

The retirement income conundrum

Assets are nice to have but it’s income which pays the bills, literally.  This reality may pose something of a conundrum for modern retirees who could find themselves in a situation where they have a high net worth on paper, but poor cash flow, with the result that although they are technically well-off, in actual fact, they may struggle to pay their bills.  Here are some suggestions to help address this situation.

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Saving for junior

Saving for junior

Sending a child to school for the first time is a significant milestone in many ways and, if truth be told, one of those ways is financial.  Even though childcare costs may still be an issue, especially in the school holidays, the fact still remains that school provides a place to keep children safe while parents get on with work (or anything else they do) as well as an education.  

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