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Providing for children and elderly parents is a lot to juggle, but ignoring your financial resilience will have consequences
Portfolio Clinic: Our reader has substantial savings, but his portfolio might be overcomplicated. Holly McKechnie explores his options
Portfolio Clinic: Merging the couple’s investments will leave them with nearly 140 stocks and funds. Val Cipriani looks at what to do
We explore six different types of pensioner personalities and offer step-by-step plans to help you design the perfect retirement
The benefits of looking on the bright side
No one should give up a final salary pension lightly, but in certain circumstances, transferring out can make sense
Portfolio Clinic: Our reader has prioritised pensions over Isas and says ‘pure luck’ has helped grow his investments. But is his strategy actually working wonders? Taha Lokhandwala finds out
Portfolio Clinic: This reader has a good salary and cash to invest but needs to find the best tax and investment strategy. Holly McKechnie takes a look
The state pension might be flawed, but is there political will to change it?
Moving to a smaller property gives you a lot of financial flexibility, if you can bear the emotional hit