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Financial Planning Tips for Self-Employed Older Adults

Money Talk

Below are five financial planning tips for older adults who are newly self-employed: Keep Good Records- Use an Excel® spreadsheet or other easy-to-use record-keeping method to track business income and expenses (e.g., office supplies, equipment, travel, marketing, and professional services).

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Thatcham Research introduces financial wellbeing scheme

Employee Benefits

Employees can also participate in bespoke financial wellbeing workshops, featuring guides, webinars and in-person seminars on topics such as pensions and protection, budgeting , saving and investing. We sought to provide guidance to suit our colleagues throughout various key life events and with day-to-day financial budgeting.

Pension 59