Age Life Balance focuses on enjoying a rich, satisfying and balanced life today, with an eye on tomorrow.

Wise-up & take action – 12 money management tips

Wise-up & take action – 12 money management tips I’m sometimes asked for tips on money management. As an accountant, I’m pretty good at managing money, but I’m particularly good at managing my own. I’ll partly credit it to my upbringing, but it also stems back to when I was a student with limited resources. [...]

By |2018-05-16T18:12:14+00:00May 16th, 2018|Articles, Finance|0 Comments

Finances – Expenditure – money going out – part 2 of 2

Finances - Expenditure – money going out – part 2 of 2 In last week’s article, I introduced you to the Financial Hierarchy of Needs  and I covered Basic Necessities and Safety & Security.  It’s important to get these things sorted before addressing higher needs.  This article looks at the remaining four expenditure types which [...]

By |2018-01-24T19:16:00+00:00January 24th, 2018|Articles, Finance|0 Comments

Finances – Expenditure – part 1 of 2

Finances - Expenditure – part 1 of 2 I already covered income (or money coming in) in an earlier article. Now we’ll take a look at the other side of the coin, so to speak: expenditure or money going out. Christmas is typically a very expensive time of year with presents, festive food and various [...]

By |2018-01-24T19:11:38+00:00January 17th, 2018|Articles, Finance|0 Comments

Finance – Inheritance Tax Checklist

This is the first guest blog that I will pepper in among my own articles as we go through the various Age Life Balance topics. Today’s article has been written by Evolution For Women financial advisors. I’ve learned a lot from it and hope that you’ll find it both interesting and useful. Financial - Inheritance [...]

By |2017-09-20T19:41:18+00:00September 20th, 2017|Finance, Uncategorized|1 Comment

Finances – Income – part 2 of 2

Finances - Income – part 2 of 2 In part one of this topic, we looked at more active forms of income or labour-intensive. In this second part, we'll looking at more passive forms or capital intensive i.e. how to make our assets work for us. Investments This relates mainly to money invested and the financial returns that [...]

By |2017-08-13T09:33:17+00:00July 2nd, 2017|Articles, Finance|1 Comment

Finances – Income – part 1 of 2

Finances - Income - part 1 of 2 As, I explained within my Financial Security Intro, the first topic I’m going to examine is income or ‘money coming in’. I’ll cover different types of income, as these may be increasingly combined in future as part of the so-called gig economy. I’ll also briefly highlight some [...]

By |2017-08-13T09:30:38+00:00June 28th, 2017|Articles, Finance|1 Comment

Financial security Intro – ins, outs and taking action today for the long-term

Financial Security Intro –  ins, outs and taking action today for the long-term I mix with enough people from various walks of life to appreciate that financial security can mean very different things to different people. For some it’s about trying to pay off debt or making it through until the next payday, whilst others [...]

By |2017-08-12T16:55:21+00:00March 29th, 2017|Articles, Finance|0 Comments