The 353rd edition of our Active Practice Updates – Spotlight on: Financial planning for major life events, is available to download here
Areas covered in this edition include:
- Common life changes that require financial planning
- Setting financial goals: Short term vs long term
- Planning for the unexpected: Emergency funds and insurance
- Retirement and tax-efficient planning
- Take control of your financial future
If you would like a paper based version of future editions sent to you then please contact us to let us know, and of course if any of the issues in this edition raise any concerns with you then we’d like to hear from you so please contact us.