If you are aged between 40 and 50 you are probably juggling a lot of balls. This is a decade when many people are carrying a heavy responsibility load. Careers are established, there may be young children or teenagers and ageing parents to consider. It’s a lot and it is easy to take your eye off the ball when it comes to money matters and financial planning. But if you make a bit of time to put a few things in order you will reap the benefits in later years.
Life is continually changing, and your financial plan needs to be tweaked to reflect these changes. Whilst it can be tempting to put off, checking in regularly is well worth the time and effort. A plan put in place 10 years ago is more than likely not reflective of your current circumstances. This is why we conduct regular review meetings with our clients.
