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5 handy tips that could help couples create an effective financial plan 

by CA Financial Services | Feb 7, 2024 | Blog

Managing your finances effectively as a couple could provide you with peace of mind and mean you’re more likely to reach your goals. Yet, it can be difficult as you could have very different financial priorities to your partner. Read on to discover five handy tips...

4 excellent reasons you may want to boost your ISA now

by CA Financial Services | Feb 7, 2024 | Blog

If you haven’t used your ISA allowance for the 2023/24 tax year, it could be wise to review your options over the next few weeks before the 2024/25 tax year starts. Read on to discover some of the reasons why an ISA could make sense for you. Government statistics show...

How to move into the decumulation phase of retirement planning

by CA Financial Services | Feb 7, 2024 | Blog

Transitioning into retirement can present new challenges, not least, understanding how to sustainably start using your assets to create an income. As you move into the decumulation phase, you might worry about balancing your needs now with your long-term financial...

3 insightful research findings that could help you navigate your “second 50”

by CA Financial Services | Feb 7, 2024 | Blog

A report suggests that life after 50 will be radically different for those who have recently celebrated the milestone or are nearing it when compared to previous generations, and it could have implications for your financial plan. The research from Aegon looks at how...

Retirement planning: The importance of setting out your lifestyle goals

by CA Financial Services | Feb 7, 2024 | Blog

When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a good idea to start with your lifestyle aspirations. Last month, you read about the different options when deciding how you’ll retire....

Guide: Everything you need to know about annuities when creating a retirement income

by CA Financial Services | Feb 1, 2024 | Blog

When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an annuity, which could provide you with a reliable income.  If you’re not sure how annuities work or if they could be right for you,...
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