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Your money

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Paul Gambles, Managing Director

As well as ‘getting more exercise’, one of the items that can be difficult to achieve in a To Do list is setting – and more importantly, sticking to – a personal budget.

It seems simple to do, doesn’t it? First you make a list of your income; then write down your basic outgoings. After that, divide what’s left over between savings, clothes, as well as that sleek new tablet with apps for reading the newspaper while simultaneously making you a hot, frothy cappuccino.

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Silicon Valley, Source: public domain

Paul Gambles, Managing Director

I’ve long held in great importance the concept of helping clients make sure their affairs are in order should anything happen to them. The right planning can ensure loved ones do not have to deal with financial complications during times of emotional distress.

That’s why I took great interest when I read a while back about American money advisor James Starr’s[1] legacy drawer concept – a drawer in your home, containing all of the important information your family needs in case something happens to you.

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