Insights

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)…

Can you solve the same birthday riddle?

School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

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.

Should you pay for financial advice?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…