Posts by Marc Dicks-Jones
Guide: Planning for a longer life: Wellbeing tips and financial management strategies
Average life expectancies have increased significantly in recent years. While this is good news, it could present challenges for your health and your finances. This practical guide looks at some of the wellbeing steps you might take so you can enjoy your later years and key considerations when you’re creating a long-term financial plan.
Investment market update: June 2025
While the effect of trade uncertainty on investment markets eased in June, tensions in the Middle East worsened and led to volatility. Find out what else may have affected your investment portfolio recently.
Why you don’t need to experience a financial shock to benefit from a safety net
A financial safety net can be incredibly valuable when you face an unexpected event. However, the wellbeing benefits can go beyond that by offering you peace of mind even when you’re plans are on track.
Why “boring” investments could be exciting long term
While investing may seem exciting in the media, a “boring” approach could deliver higher returns over a long-term time frame. Find out why and how it could create opportunities for exciting lifestyle decisions in the future.
The secret to a happy life
Could Labour break a “50-year tax taboo” to cut borrowing?
An influential think tank has suggested that the Labour government should increase basic-rate of Income Tax to avoid excessive borrowing. Discover why that hasn’t happened for 50 years, and how such a move could affect you.
The compounding effect: How it could boost or harm your finances
Essential estate planning steps that could protect young family members
Why investor fear and anxiety play a role in market volatility
Investment market update: April 2025
5 strategies that could help you avoid running out of money in retirement
The fear of running out of money in retirement might mean you hold back plans and can’t fully enjoy this stage of your life. Read about five strategies that you might use as part of your retirement plan to reduce the risk of spending too much too soon and achieve peace of mind.
Take back control of your happiness
You might imagine that spending money would boost your wellbeing, but there’s a theory that your happiness returns to a set point over the long term. There could be some ways you might increase this set point and benefit from greater happiness.