Posts Tagged ‘Financial Education’

10 money monsters, and how to tackle them

starting with one that stops you tackling the rest

10 money monsters

10 money monsters, and how to tackle them

starting with one that stops you tackling the rest

Do you ever get the feeling that your money is a monster – and one that’s best avoided? Don’t worry; you’re not alone, and this NEW series of Insights will help you take more control of your money, rather than have it control you!

The Price is Right is a game show

Not a reliable guide to the stock-market

The price is right

The Price is Right is a game show

Not a reliable guide to the stock-market

If you’ve only ever heard the theory of investing that says, ‘the price is always right’… then you’ve only heard half the story. And that can be dangerous at times like this.

How much risk is right for you?

on each of your financial life goals

Four Factors to decide on risk

How much risk is right for you?

on each of your financial life goals

Whether you’re an existing investor or just starting out, you might be confused by all the ‘mumbo jumbo’ jargon about investment risk. Well, don’t worry, most people, including some advisers, are confused about this stuff too, and for good reason, as you’ll find out here.

How to write stuff worth reading

and do something worth writing about

Franklin: Not be forgotten when you're dead and rotten

How to write stuff worth reading

and do something worth writing about

In this second in a series of Insights on writing (for financial advisers and product providers), I’ll explore how you can achieve both of Franklin’s goals by writing just one series of articles. Also, for anyone happy to forego the ‘fame’ opportunity, I’ll look at the minimum goals you’ll want to set for your client-facing…

How to prevent arguments about money

and minimise the need to talk about money at all.

Angry with my partner

How to prevent arguments about money

and minimise the need to talk about money at all.

If you have arguments about money with your partner – or you sense an argument is brewing – this Insight is for you. You might also find this Insight useful even if ‘money is no problem’ in your home, currently, or to share it to help others.

Build more trust in your business

and help build trust in an industry

Build trust in your business

Build more trust in your business

and help build trust in an industry

If you manage (or run the marketing for) a financial services business – offering advice, financial products or both – then this Insight is for you. If you’re a customer of financial services – you might find it interesting too 😊

Rhino Ron on expensive pensions

and why they don't have to be

Pension too costly 1

Rhino Ron on expensive pensions

and why they don't have to be

Rhino Ron is a bad adviser, who’s dimwitted and charges too much. Here he explains just one reason why pension quotations are often so ridiculously high.

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