Topline: Q1 2022 review
The first quarter of 2022 was characterised by a reversal of trends and surprising winners. The USA raised interest rates for the first time since 2018 following months of speculation. But have they left it too late?
Do I really need an offshore will?
Who gets the precious family heirloom, or the offshore investment that you worked so hard to protect and grow? How do you ensure that it ends up where you intended?
Let’s take a deeper dive into this practical element of estate planning, namely having an offshore will.
Why you should think about your work
In the past financial planning has focussed on helping people protect and save their income or investments. We assumed a steady inflation tracking income in our retirement models and insured against disasters. However, we can no longer assume straight-line careers that will produce steady incomes. We must start to plan for frequent career changes, much longer working years and include discussions about career planning in our financial planning.
Musings | 10-year celebration letter
10 years ago, Elke and I launched Foundation Family Wealth. It was a summer morning, and we had two laptops, a license, and a dream. Read more here.
US Presidential Election 2016
We haven’t paid much attention to US elections in the past…Democrats, Republicans, Bush, Clinton or Obama – there has been a broad acceptance of neo-liberal capitalist policies supported by globalisation. Yesterday, that changed.
