As retirement gets closer, it’s important to start planning – so you’re financially and emotionally prepared. Planning early is the best way to ensure you’re working towards the retirement you want, and it can help to start with a retirement goal and plan to make sure you’re on track for your retirement needs. [Read more…]
Archives for January 2016
After a break from our “A Day in the Life” series, we’re back this week with a new profile on one of the exceptional people who make up the team at Complete Financial Balance. This week, we asked our newest adviser, Zach Webber, a couple of questions to give you a snapshot of his journey here at CFB and an insight into what it means to be an adviser at CFB. If you’d like to learn more about Zach, then read on! [Read more…]
Current Market and Investment Update | by Kyle Thompson & Tim Perrin
It’s certainly not the start to 2016 we all would have liked. The poor start to the year for share markets around the world clearly warns that global growth concerns remain, that commodity prices are still under downwards pressure and that volatility in investment markets will likely remain high. However, beyond the short term shares are expected to trend higher for a number of reasons, but hold onto your seats because it could be a rough ride for at least the next 12 months.
If you’re interested in what’s been happening, and why, and what to possibly expect in the year ahead, please read on… [Read more…]
Financial To-Do List from CFB’s Advisor Team | 6th January 2016
With time rushing by and the end of 2015 a week out of sight, you may be lamenting that you haven’t accomplished all that you had planned. Even if you’ve had to put off certain goals set throughout 2015, you have a fresh new year ahead of you, and plenty of time to make smart financial decisions.
When you’ve got a lot on your plate, it can be easy to put managing your finances on the back burner, and before you know it, you’re behind on your big to-do’s and you’ve got a mountain of goals to that may seem impossible to achieve. We all know how “pipedream” resolutions go, and we all know it’s easier to set realistic and achievable goals in the first place. One way to help avoid that dreaded pileup is to break down your money tasks into bite-size pieces that you can tackle weekly or monthly. [Read more…]