“How Much Is Enough?” Julie Wilson, Penlife Associates

by Julie Wilson
Published: Last Updated on

Let’s face it: Most people have no idea how much money they’re going to need for the rest of their life.

You may have various assets and investments. But do you know the value of these, what they mean, or how they can impact your retirement?

People usually avoid the subject. Maybe they don’t want to think about it. Perhaps, they simply don’t care. They say they’ll “do it later”. But mostly they just don’t know enough about it.

Most people in retirement have thought AT LEAST ONCE about whether their money will last as long as they do.

Most people have no idea how much money they’re going to need for the rest of their life.

And that’s perfectly normal. But finding the happy medium between ‘What if I run out?’ AND ‘What if I leave too much?’ is complicated. It means stepping away from the numbers, statistics, and speculation and turning your mind to what you actually want out of life instead.

This could be where you’d like to visit and what you’d like to buy. And how much you’d like to leave to your family.

Everyone has a different number. Different hobbies, ambitions and goals cost different amounts. That’s why planning to suit your individual preferences is so important.

Don’t let financial jargon and confusion stop you from getting what you want out of life. Life isn’t a rehearsal. Sorting an effective financial plan with one of our qualified advisers could get you the peace of mind, so you can get on with enjoying retirement.

And that new car you were unsure whether to buy — it could be yours!

This FREE book explores how much is ‘Enough’.

Once you’ve requested and read this book, and have seriously thought about what you want out of your life (‘seriously’ means writing it down!). Then you’re ready to start taking the concept of financial and lifestyle planning seriously. That’s when you need to pick up the phone and speak to a professional.

We are a Yorkshire-bred Chartered Financial Planning Firm. We know Yorkshire folks’ attitude towards money because we are Yorkshire folk. And we use our heritage and 30+ years of experience to guide our clients towards improving their lives – by using heavily researched investment planning and your own personal life goals

To request the book, simply call 01904 661140 or visit www.enoughbook.co.uk.

Julie Wilson

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