Plan your Life

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

FILTRATE checklist. 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

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…

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

FILTRATE Checklist 5-8. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

A 7 to 15-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.

Five (more) reasons we don’t talk about money

and how to overcome these blocks

Lone Elephant. Paul Claireaux

Five (more) reasons we don’t talk about money

and how to overcome these blocks

This (5 to 10-minute read) is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, let’s be honest, that’s most of us from time to time! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with…

The two most important factors to consider when investing

that we hope you'll never forget

Two most important factors to consider when investing. Paul Claireaux

The two most important factors to consider when investing

that we hope you'll never forget

(a 5 to 10-minute read, depending on your speed) In this final (of three) Insights, you’ll learn about the two most important factors to consider when investing. And when trying to decide on what investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent…

The first two factors to consider when investing

that you must never forget

Two of four factors to consider when investing. Paul Claireaux

The first two factors to consider when investing

that you must never forget

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

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

Swimming naked. Buffett. Paul Claireaux

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (new, recent and experienced) because we all need to ensure…

Five reasons we don’t talk about money

And how to overcome them

Elephant in the room. Paul Claireaux

Five reasons we don’t talk about money

And how to overcome them

This (10 to 20-minute read) is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, let’s be honest, that’s most of us from time to time! Here, we’ll explore the first five of ten reasons we might find it hard to talk about money, whether…

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