How a midlife financial tweak can transform your retirement.

For many of us, our working life is stretching out. As our life expectancy rises and pension provisions become less generous reviewing your financial plans has never been more important.

As we work longer, it is highly unlikely that we will have just one career path. The day’s of a “job for life” has gone.  So, at some point, you will want to re-evaluate your working life. This might be your choice or maybe forced on your through redundancy or ill health.

The idea of a midlife financial review has never been more necessary.

What is a midlife financial review?

A midlife financial review or plan will focus on your financial situation, your work aspirations and most importantly, your physical and emotional wellbeing, that all-important work-life balance.

A plan will help you gain a clear perspective on what you want your future to look like. Many dismiss the idea without giving it careful consideration. Working with your independent financial planner you can make assumptions to see what your future will hold. So, you may be surprised to find that you have more flexibility than you thought.  This may mean going part-time, changing roles, winding down to retirement, or taking early retirement. Unless you have a financial plan, you will not know.

How Anstee & Co can help you with your financial plans.

We are a firm of Independent Financial Planners. This means that the advice we offer is unbiased. We will look at all the solutions available to you. We use cash flow modelling tools that will help you see what your finances will look like going forward. So why not contact us today. The initial meeting is at our cost and without obligation.

Our main office is situated in Kettering Northamptonshire

Alternatively we can make use of video conferencing tools such as-

• Microsoft Teams
• Facetime

If you have any thoughts or comments on this article, “How a midlife financial tweak can transform your retirement.”, then please let us know. We would welcome your thoughts.

Finally, the information contained in this article is for information purposes only and does not constitute advice. No action should be taken based on this information alone. Anstee & Co. is authorised and regulated by the Financial Conduct Authority (FCA).