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Advice to Avoid

Four retirement planning rules of thumb that mislead you

And a ‘rough’ guide to retirement that actually works.

15th October 2026 Four rules of thumb that mislead you. Paul Claireaux

Four retirement planning rules of thumb that mislead you

And a ‘rough’ guide to retirement that actually works.

15th October 2026

If you ask ten people how they plan to have enough money to stop or slow down from work, you’ll probably get several blank stares and a few tentative ‘Rules of Thumb’—which don’t actually work! How many people know whether they’ll have enough? The blank stares are well documented. When the Department for Work and…

Can you help (spread betting) Joe?

Or any of your friends from getting sucked into this hideous gambling activity?

22nd August 2026 Joe and Naomi

Can you help (spread betting) Joe?

Or any of your friends from getting sucked into this hideous gambling activity?

22nd August 2026

Written for wannabe ‘day traders’ worldwide – whose lives are destroyed by spread betting and other gambling activity. This Insight aims to help anyone (like our fictional character Joe, here) to understand the real and horrendous risks of spread betting before it’s too late. Please share with your friends. How can this still be happening?

The two most important factors to consider when investing

that you must never forget.

4th August 2026 Two most important factors for investing. Paul Claireaux

The two most important factors to consider when investing

that you must never forget.

4th August 2026

(a 7 to 10-minute read, depending on your speed) In this final (of three) Insights, you’ll learn the two most important factors to consider – when trying to decide what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced)…

The first two factors to consider when investing.

that you must never forget.

4th August 2026 The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

that you must never forget.

4th August 2026

A 5 to 10-minute read, depending on your speed In this second (of three) Insights, you’ll learn about the first two of four factors to consider when deciding what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced) investors…

Can you solve the same birthday riddle?

and how could that help you in life?

4th August 2026 School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

and how could that help you in life?

4th August 2026

A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense, we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.

Who might be happy after a stock market crash?

and who might be seriously upset?

4th August 2026 Grace, Ian and Robert. Paul Claireaux.

Who might be happy after a stock market crash?

and who might be seriously upset?

4th August 2026

A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically important paradox of investing. In short, you’ll know why stock market crashes can (simultaneously) be good news for some people and miserable for others! We…

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th August 2026 Four More Ways to Filter. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th August 2026

A 6 to 12-minute read – depending on your speed This is the last of four Insights 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.

Four ways to choose good boxes for your money

This is the first half of the FILTRATE checklist

4th August 2026 Money Box under the bed. Paul Claireaux.

Four ways to choose good boxes for your money

This is the first half of the FILTRATE checklist

4th August 2026

A 10 to 20-minute read – depending on your speed This is the third of four Insights 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 you. And…

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

4th August 2026 A checklist you'll never forget. Paul Claireaux

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

4th August 2026

A 5 to 10-minute read – depending on your speed. This is the second of four Insights 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 believe this…

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