triggers

How to identify (and beat) your spending triggers

How to identify (and beat) your spending triggers Are you buying more to perk yourself up? You aren’t alone. Since the start of COVID, there’s been an increase in online shopping1. But, if you want to get a handle on your add-to-cart habit, understanding why you spend money, can help bring your purchasing patterns in line with your financial goals. We often talk about money in terms of dollars and cents, but the subject can …

FinancialPartners 17/09/2020 17/09/2020 Blog / FP - Budgeting / FP - Financial Planning / FP - Managing Money / FP - Money Management derail / Emotional / Financial / goals / identify / spending / triggers / Your

When is the right time to downsize?

When is the right time to downsize? Downsizing from a larger family home to somewhere smaller can be an obvious choice when retirement is on the cards. For others it’s a necessity and something they do reluctantly. So when it comes to timing your decision, what’s the right approach to getting the best outcome for you and your finances? When is the right time to downsize? We talked to CERTIFIED FINANCIAL PLANNER® professional Anne Graham, principal …