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Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

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Articles

Long-Term Care Planning: Live for Today

November 15, 2021 Leave a Comment

When planning for long term care, I cannot stress strongly enough that you should live for today before making sacrifices

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Filed Under: Articles, Enjoy Your Money Tagged With: care planning, Long Term Care, Long-term care support, Paying for care

Long-Term Care Planning: Equity Release or Immediate Needs Annuities

November 11, 2021 Leave a Comment

There are a couple of things you need to take into consideration while researching long-term care options, including what to

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: care funding plan, Care packages, care planning, Death benefit, Death benefits, Equity Release, Funding for long-term care, Immediate needs annuities, Lifetime mortgage, Long Term Care, Long Term Care Funding, Long-term care support, Paying for care

Long-Term Care Planning: Know Exactly What’s Available

November 8, 2021 Leave a Comment

As we know, planning is key, so it’s important that you research ahead of time exactly what will be available

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Care packages, care planning, Care support from local authority, care support from NHS, Financial packages for long-term care, Funding for long-term care, Long Term Care, Long Term Care Funding, Long-term care support

Long-Term Care Planning: Packaged Financial Options

November 4, 2021 Leave a Comment

Back when I started my career, there were more options for preparing financially for long-term care costs than there are

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Care, Care packages, care planning, Financial packages for long-term care, Long Term Care, Long Term Care Funding

Long-Term Care Planning: Thinking about Needs and Financing

November 1, 2021 Leave a Comment

Introduction  Long term care is a looming, unpleasant prospect for many folks who are retired. In nearly 25 years of

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Care, care planning, Long Term Care, Long Term Care Funding, Paying for care

Legacy Planning: Keep it Simple and Get Help

October 28, 2021 Leave a Comment

There are a couple of final points to consider when it comes to legacy planning. Keep it Simple and Keep

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Legacy, legacy planning, multi-generational legacy planning, Will, will-writing

Legacy Planning: Liquid Wealth

October 25, 2021 Leave a Comment

After your property has been dealt with in your planning you should then consider your other assets. Are you going

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Legacy, legacy planning, multi-generational legacy planning, Will, will-writing

Legacy Planning: Start with Property

October 21, 2021 Leave a Comment

When it comes to legacy planning, especially for later generations, there are a number of things you need to consider. 

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Legacy, legacy planning, multi-generational legacy planning, Will, will-writing

An Introduction to Multi-Generational Legacy Planning

October 18, 2021 Leave a Comment

In the previous blog series, we covered the basics of legacy planning, including a very high-level overview of how wills

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Filed Under: Articles, Enjoy Your Money, Finish Well, Uncategorized Tagged With: Estate, estate planning, Legacy, legacy planning, multi-generational legacy planning, Will, will-writing

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