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Friday 13th, superstitions & your finances
Are you worried about this Friday? It’s Friday 13th, after all. In fact, this will be the third Friday 13th […]
Julia Docker
Nov 10, 20152 min read


Couples & families need financial advice
When it comes to money, it’s important to involve your family in the most important decisions. This often means bringing […]
Julia Docker
Nov 9, 20152 min read


5 ways to reduce financial stress
Today is National Stress Awareness Day and our personal finances are often a cause of stress. In fact, 41% of Millennials […]
Julia Docker
Nov 4, 20152 min read


Population projections & dependency ratios
Something interesting is happening to the size and shape of the UK population. Last week saw the publication of a […]
Julia Docker
Nov 3, 20152 min read


Invisible spending soon adds up
When creating your Financial Plan, keeping control over your spending is essential to success. But what happens when some of […]
Julia Docker
Oct 28, 20152 min read


Getting the funeral wrong
One of the most interesting interviews I conducted as part of my documentary film about retirement was all about funerals. […]
Julia Docker
Oct 20, 20152 min read


UK inheritance tax bill exceeds £3 billion
We Brits are paying an awful lot of inheritance tax these days. The latest available figures, for 2012/13, show estates liable […]
Julia Docker
Oct 19, 20152 min read


Good morning from a wet & windy Celtic Manor
I’ve woken up this morning in a rather wet and windy South Wales, in a hotel room at the Celtic […]
Julia Docker
Oct 5, 20152 min read


Tax, death & pensioners
Benjamin Franklin said nothing in this life is certain except for death and taxes. Pensioners find themselves in the firing […]
Julia Docker
Sep 22, 20152 min read


Clueless about budgeting
When it comes to your Financial Planning, budgeting is an essential foundation for success. Without effective budgeting, you risk spending […]
Julia Docker
Sep 20, 20151 min read


100 days to get financially fit for Christmas
With 100 days to go until Christmas, now is the time to consider how to become financially fit for this […]
Julia Docker
Sep 16, 20152 min read


Time to review your National Savings cash ISA?
It could be time to review your National Savings cash ISA, after NS&I announced a cut to their interests rates […]
Julia Docker
Sep 15, 20151 min read


Private school fees rise, again
It’s September and the children are back to school. For parents who have chosen private education for their offspring, paying […]
Julia Docker
Sep 14, 20152 min read


Autumn Statement date announced
A date for the Autumn Statement has been announced, with the speech to parliament set to take place on Wednesday 25th […]
Julia Docker
Sep 9, 20151 min read


Living near the best schools
Ryan has this first day at primary school today. I’m writing this on Sunday afternoon and scheduling it to post […]
Julia Docker
Sep 7, 20152 min read


Back to school blues
After what feels like a relatively short summer holiday, our daughter Lottie went back to school today. My wife Becky […]
Julia Docker
Sep 3, 20152 min read


Weddings & financial stress
Weddings can result in a great deal of financial stress, and not just for the couples getting married. Becky and […]
Julia Docker
Sep 1, 20152 min read


Your locus of control & Financial Planning
I’m about half way through reading an interesting book called The Organised Mind by Daniel Levitin. “This book will take […]
Julia Docker
Aug 26, 20152 min read


What Makes A Good Financial Plan Excellent?
Nobody wakes up of a morning wishing they had a Financial Plan; we just don’t think that way. However, what […]
Julia Docker
Aug 20, 20153 min read


Are you an aspirational saver?
Saving is good. Saving for a specific goal is better. New research from M&S Bank has found that while nearly […]
Julia Docker
Aug 19, 20152 min read
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