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July 2021 Up to Date Pension Legislation

July 2021 Up to Date Pension Legislation

A recent announcement was made by the Government of Bermuda regarding an …

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June 2021 Up to Date Pension Legislation

June 2021 Up to Date Pension Legislation

The Government of Bermuda has confirmed in a recent press announcement, a …

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December 2020 PENSION NEWS

December 2020 PENSION NEWS

As 2020 is coming to an end, just a friendly reminder of the forms that are …

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November 2020 PENSION NEWS

November 2020 PENSION NEWS

Should I consolidate all my pensions …

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OCTOBER 2020 PENSION NEWS

OCTOBER 2020 PENSION NEWS

Searching for your pension plan …

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September 2020 Pension Suspension Reminder

September 2020 Pension Suspension Reminder

Reminder to all employers and employees requesting to suspend pension …

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August 2020 Amendment to Pension Legislation

August 2020 Amendment to Pension Legislation

A recent announcement was made by the Government of Bermuda, amending …

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July 2020 Amendment to Pension Legislation

July 2020 Amendment to Pension Legislation

A recent announcement was made by the Government of Bermuda, introducing …

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June 2020 -Recent Announcement to the Pension Legislation

June 2020 -Recent Announcement to the Pension Legislation

A recent announcement was made by the Government of Bermuda regarding …

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May 2020 -Recent Announcement to the Pension Legislation

May 2020 -Recent Announcement to the Pension Legislation

A recent announcement was made by the Government of Bermuda regarding …

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How Can You Combat Inflation?

How Can You Combat Inflation?

Concerned about market volatility? Long-term inflation can also deplete …

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How many accounts should I have at retirement?

How many accounts should I have at retirement?

FAQs of Retirement …

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Saver Or Spender?

Saver Or Spender?

In most families there are two types of people – the savers and the …

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Financial Planning For The Unexpected

Financial Planning For The Unexpected

Crisis Management: Planning your finances before the unpredictable happens …

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Hoping For A Century?

Hoping For A Century?

How should we plan for long-term care …

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Credit Card Debt Getting Out Of Control?

Credit Card Debt Getting Out Of Control?

Managing money takes discipline, sacrifice and commitment …

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Halfway Through The Year

Halfway Through The Year

A quick guide to your 6 month financial check-up …

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What Is Your Behavioural Finance?

What Is Your Behavioural Finance?

A person’s view on money is like a fingerprint; no two views are exactly …

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Deciphering Investment Risk & Reward

Deciphering Investment Risk & Reward

Risk and reward are two key components in understanding the type of …

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Eight Habits of a Wealthy Person

Eight Habits of a Wealthy Person

Lots of articles are being written that clearly show the rich are getting …

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The CFO of Home Operations

The CFO of Home Operations

In every family, one of the most important discussions is to appoint …

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Are you a risk-taker?

Are you a risk-taker?

Speak to anyone who has decided to go it alone and open a business, and you …

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Retirement: Is it time to start downsizing?

Retirement: Is it time to start downsizing?

Before you decide to downsize your lifestyle, make sure you have a clear …

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Plan On Leaving An Inheritance?

Plan On Leaving An Inheritance?

Leaving an inheritance or a legacy for the next generation is definitely a …

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The 10 most common pension questions

The 10 most common pension questions

Let’s get real. The subject of pensions and how they work isn’t a hot …

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A wise man once said….

A wise man once said….

A couple of weeks ago, I was speaking with my 98-year-old grandfather who, …

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Technology vs. Common Sense

Technology vs. Common Sense

As technology develops, the side effect is the declining ability to use …

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5 Year Retirement Plan

5 Year Retirement Plan

For a lot of people, planning for retirement normally starts about 5 years …

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Rolling over pensions

Rolling over pensions

Gone are the days when you worked for the same employer for 50 years, for …

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How To Plan For Early Retirement

How To Plan For Early Retirement

Carla Seely discusses how to navigate the waters when retirement happens …

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Knowing how to manage your debt

Knowing how to manage your debt

Knowing how to manage your debt and sticking to a realistic budget isn’t …

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How To Time Your Retirement

How To Time Your Retirement

The answer to this question is not simple, we approach retirement with a …

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Retiring for the

Retiring for the "Sandwich generation"

A lot of people who are getting close to their retirement age are being …

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Are you considering retiring overseas?

Are you considering retiring overseas?

There is a growing trend in Bermuda among people who are ready to retire or …

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Manage money to plan for the unexpected

Manage money to plan for the unexpected

Speak with anyone who’s been in an emergency situation like a fire, flood …

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Creating a net worth statement

Creating a net worth statement

To better understand where your finances stand today and how you can start …

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Getting ahead in your fifties

Getting ahead in your fifties

You have worked hard, saved hard, almost paid off your mortgage and the …

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Deciding how to allocate net worth

Deciding how to allocate net worth

On building a net worth that is well diversified and encompasses all asset …

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Dynamics of owning a small business

Dynamics of owning a small business

Some people are entrepreneurial in nature and are driven to open and run a …

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Discussing retirement planning

Discussing retirement planning

We are all living longer than generations past and our pension and …

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Think long-term with investing

Think long-term with investing

It’s about your investment goals, your investment time horizon and most …

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“Topping up” retirement savings

“Topping up” retirement savings

Retiring from paid work is a major life change, and your pension’s sole …

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Avoiding the “Merry credit card debt”

Avoiding the “Merry credit card debt”

Happy Holidays, Season Greetings and Merry Christmas… some of us will …

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How inflation can deplete net worth over time

How inflation can deplete net worth over time

In the past couple of years I’ve noticed that every time I head to the …

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