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3 'Responsible' Financial Decisions That Are Structural Time Bombs
After more than 10 years in financial services, I've discovered the three financial decisions that families make which are structural time bombs even when they think they're being "responsible." Case study 1 My client came to me after her divorce. Her husband used to do all the planning for them. Now she needs to look after herself. She told me she set aside a sizeable monthly commitment every month for her investments. These investments originally were supposed to be jointly
Janice Yip
Feb 156 min read


The 4 Levers That Determine Retirement Readiness
Ever wondered why some people thrive in retirement while others struggle to meet that million dollar retirement number? Today, I want to...
Janice Yip
Jan 10, 20255 min read


Why Most People Are Doing Retirement Planning Wrongly
If you are thinking of starting your retirement, most likely your train of thought is you are prepared to set aside $xxxx/month to get...
Janice Yip
Jun 9, 20245 min read


Are you Confusing Wealth Preservation Tools with Wealth Accumulation Tools?
"The return is too low." This is the common concern raised when proposing wealth preservation options to clients. Very often this...
Janice Yip
Apr 27, 20244 min read
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