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Posted in Financial Planning
Top 5 Financial Planning Tips to Spring Clean Your Finances
Posted by Dean McKinnon
on 31 August 2015
 "Top 5 Financial Planning Tips to Spring Clean Your Finances")
#Everyoneneedsaplan to review their financial situation regularly. Now that the end of the financial year has been completed, it's a great time to get all your finances in order, to make plans for the next 12 months. Most people will agree that it is important to get their finances in order - 'I've paid a lot of people, but I don't actually know the reason why'. Sound familiar? We all know we need to save and make sure we look after our finances...
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#Everyone Needs A Plan To Pay For Their Child's Education
Posted by Dean McKinnon
on 27 May 2015
 "#Everyone Needs A Plan To Pay For Their Child's Education")
Most people would like to put some savings aside for their child, whether it be for paying for their education, buying them their first car, or helping them with the deposit for their first home. However, depending on how you save those monies, the tax man could be taking more than their fair share!
Here are 3 things you need to know when saving for your child's education
1. The primary issue for saving for children is the "minors income tax rates"...
1. The primary issue for saving for children is the "minors income tax rates"...
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The Three Top Things A Professional Financial Planner Can Do For You
Posted by Dean McKinnon
on 7 May 2015
 "The Three Top Things A Professional Financial Planner Can Do For You")
Do You Know What A Financial Planner Does?
Most people don't know what a financial planner actually does.
HERE ARE THE TOP THREE THINGS A PROFESSIONAL FINANCIAL PLANNER CAN DO FOR YOU:
1. Help you determine your particular financial goals
One of the hardest things for someone who has never prepared a financial plan is to know what they want.
For example:
When do you want to retire?
Do you want to retire or do you just w...
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Basic Steps to Prepare for Making a Will
Posted by Dean McKinnon
on 10 February 2015
 "Basic Steps to Prepare for Making a Will")
The cost of preparing a Will may be significant, depending on how long it will take a legal advisor to understand your particular requirements, in order to prepare a legal document that reflects your requirements. But you can help reduce the costs, by preparing the basic information your legal advisor will require, before you meet with them (as you may know, most solicitors charge by six minute increments!).
To help you get started, I have put together a basic list of information ...
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Basic Steps to Completing a Financial Plan
Posted by Dean McKinnon
on 28 January 2015
One of the main reasons most people do not achieve their financial or personal goals is because they have'nt made a Plan. That's why the team at MCKFS firmly believe 'everyone needs a plan'!
So if you are thinking of developing a financial plan for yourself, here's a summary of the basic steps you will need to follow to make your Financial Plan a reality:
Write down a list all of your objectives (financial and personal; the cost; and the date due)
Writ...
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