by Town Close Financial Planning | Jan 30, 2024 | financial planning, General News
Redefining Financial Success: More Value, Less Cost A decade ago, a potential client was captivated by the glossy allure of a renowned investment firm. Fast forward to today, and their perspective has evolved dramatically. They’re no longer swayed by persistent... 
by Town Close Financial Planning | Nov 15, 2023 | financial planning, General News
“Do-It-Yourself”, in certain circumstances, is probably a sensible approach for both sailing and financial planning. For example, you don’t need much outside help to pootle about on a pond nor to set up a simple investment account with your first pay cheques. There... 
by Town Close Financial Planning | Sep 6, 2023 | financial planning
In financial planning, there is only one benchmark that matters – are you on course to be able to live the life you want, without fear of ever running out of money and becoming a burden on others. That’s it, that’s the benchmark. All other benchmarks... 
by Town Close Financial Planning | Aug 23, 2023 | financial planning, Investment News
Morgan Housel of Collab Fund stated: “There are three legal investment strategies: Be smarter than others, be luckier than others, be more patient than others. That’s the whole list.” He’s probably right, isn’t he? I can’t think of any others. So,... 
by Town Close Financial Planning | Jun 16, 2023 | financial planning
Impactful financial planning has little to do with numbers. The numbers are part of the story, the numbers only matter because of the story. It’s striking how little numbers and products are discussed in our client meetings. The reason is that clients... 
by Town Close Financial Planning | May 26, 2023 | financial planning
Have you noticed just how many positive headlines there are today compared with the start of the year? No? Me neither. Yet…. For 10 months in a row, US inflation has been falling – and soon interest rates will too. Energy prices have collapsed since all time highs...