Insights

FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

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.

The first two factors to consider when investing.

The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

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…

Why financial planning is not common sense.

Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

A 10 to 20-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…

Five reasons we don’t talk about money.

Elephant in the room.

Five reasons we don’t talk about money.

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 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 with close friends, family, or…

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

Lone Elephant. Paul Claireaux

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

This (10 to 20-minute read) is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, that’s most of us at times! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with close friends, family or a…

The two most important factors to consider when investing

Two most important factors for investing. Paul Claireaux

The two most important factors to consider when investing

(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)…