Skip to main content

To Rent or Buy – a Midlife Perspective

Financial goals: Does renting or buying align better with your financial goals?Market conditions: Have you considered the cost implications?Lifestyle: How may your lifestyle influence your decision to rent or buy?Future uncertainties: Could any life changes affect your decision?Family: Will changes in your family (children leaving home; elderly parents moving in) impact your decision?Seeking Advice: There is no one-size-fits-all answer. Both options have merits: homeownership brings stability and potential future equity, while renting might suit you better if you’re anticipating future moves,...

Continue reading

How to be intentional with your money

Step 1: Know what you are spending money on right now.Use your bank statement as the best indicator. Step 2: Identify problem areas.Can you identify any unnecessary, excessive, or misaligned expenses? Tip Shop around for competitive insurers and rates every two years. You may be surprised how many subscriptions you have that you no longer use. Step 3: Identify your yearly goals. Step 4: Intentionally allocate your money to enable your goals. Download your spending plan from my website. Click here to watch Midlife Money Tip shared by Chartered Financial Planning Specialist,...

Continue reading

0:00
0:00