News

Your Financial Safety Net: Why You Need an Emergency Fund

31 Jan 2024
Juggling bills, making career moves, saving for your retirement and other goals and just generally being an adult can seem like enough but while you’re doing that, there’s often something gets…

The holidays aren’t for breaking the bank

01 Dec 2023
The holiday season, with its festivities and celebrations, often comes with the temptation to overspend, you know you’ve almost been sucked into buying that Champaign advent calendar. But you’ve got…

What can the 50/30/20 budget do for you?

01 Dec 2023
Everyone says you need to have a budget, but how do you know what money should go where? Let’s talk about the 50/30/20 rule. Forget about complicated spreadsheets and financial jargon; this approach…

Pensions Scheme Administrator of the Year WINNER

24 Jul 2023
We are thrilled to share the incredible news that our pension fund has been honored with the European Pensions Award 2023 for Pensions Scheme Administrator of the Year. This recognition is a…

Saving for Your Dream Home

05 Jun 2023
Hey there, future homeowners! We’re going to jump into the realm of real estate and turn your dream of owning a house into a reality.

Buying a house isn’t something you can just wake up and…

Who, What, Where, When, Why, How — Saving for Your Childs Education

15 May 2023
Who, What, Where, When, Why, How — Saving for Your Childs EducationIt’s never too early to plan for the future, especially when that future includes your child’s education. “But in my country,…

We Have 5 Reasons Why You Should Save for Education

05 May 2023
Saving for education can be one of the most important and rewarding investments you can make. Whether you’re looking to help your children pay for college, support a family member’s career…

Say Hello to the New LifeGoals Equity ESG Portfolio

25 Apr 2023
LifeGoals is excited to announce our new LifeGoals Equity ESG portfolio, designed to provide clients with an investment strategy focused 100% on equities. This product is generally suitable for…

Our Newest Portfolio is Getting Aggressive

25 Apr 2023
LifeGoals is excited to unveil our newest portfolio offering, the LifeGoals Aggressive ESG Portfolio*. This portfolio is specifically designed for investors seeking a higher potential for returns,…

Why You Should Set a Travel Goal

29 Mar 2023
Creating a travel goal with LifeGoals is a great way to motivate yourself to explore new places, experience different cultures, and make unforgettable memories. Whether you’re dreaming of an epic…

Navigating Retirement Savings Without an Employer Plan

05 Feb 2024
In the age of freelancing gigs and side hustles, employer-sponsored retirement plans aren’t always part of the deal. Taking control of your financial future without the corporate safety net is…

Why understanding time horizon is important for your investments

05 Feb 2024
Planning for the future means knowing exactly when you can get hold of any money you have invested. Most of us will always need an exit strategy so that any cash we’re investing is not tied…

What is Emotional Investing?

02 Feb 2024
When making investment decisions, your emotions can get in the way of your logic and data, leading you to make sub-optimal choices and lose a lot of money along the way.

That’s why it’s essential…

A Beginners Guide to Portfolio Theory

02 Feb 2024
Portfolio theory is a branch of finance that deals with the construction and analysis of investment portfolios. The goal of portfolio theory is to help investors make informed decisions about how to…

A Guide To Inflation

02 Feb 2024
These days, between the energy crisis, the increase in the cost of living, and the price of your supermarket shop always on the rise, it seems like everything is getting more and more expensive.…

Your Financial Safety Net: Why You Need an Emergency Fund

31 Jan 2024
Juggling bills, making career moves, saving for your retirement and other goals and just generally being an adult can seem like enough but while you’re doing that, there’s often something gets…

The holidays aren’t for breaking the bank

01 Dec 2023
The holiday season, with its festivities and celebrations, often comes with the temptation to overspend, you know you’ve almost been sucked into buying that Champaign advent calendar. But you’ve got…

What can the 50/30/20 budget do for you?

01 Dec 2023
Everyone says you need to have a budget, but how do you know what money should go where? Let’s talk about the 50/30/20 rule. Forget about complicated spreadsheets and financial jargon; this approach…

Pensions Scheme Administrator of the Year WINNER

24 Jul 2023
We are thrilled to share the incredible news that our pension fund has been honored with the European Pensions Award 2023 for Pensions Scheme Administrator of the Year. This recognition is a…

Saving for Your Dream Home

05 Jun 2023
Hey there, future homeowners! We’re going to jump into the realm of real estate and turn your dream of owning a house into a reality.

Buying a house isn’t something you can just wake up and…

Navigating Retirement Savings Without an Employer Plan

05 Feb 2024
In the age of freelancing gigs and side hustles, employer-sponsored retirement plans aren’t always part of the deal. Taking control of your financial future without the corporate safety net is…

Why understanding time horizon is important for your investments

05 Feb 2024
Planning for the future means knowing exactly when you can get hold of any money you have invested. Most of us will always need an exit strategy so that any cash we’re investing is not tied…

What is Emotional Investing?

02 Feb 2024
When making investment decisions, your emotions can get in the way of your logic and data, leading you to make sub-optimal choices and lose a lot of money along the way.

That’s why it’s essential…

A Beginners Guide to Portfolio Theory

02 Feb 2024
Portfolio theory is a branch of finance that deals with the construction and analysis of investment portfolios. The goal of portfolio theory is to help investors make informed decisions about how to…

A Guide To Inflation

02 Feb 2024
These days, between the energy crisis, the increase in the cost of living, and the price of your supermarket shop always on the rise, it seems like everything is getting more and more expensive.…

Your Financial Safety Net: Why You Need an Emergency Fund

31 Jan 2024
Juggling bills, making career moves, saving for your retirement and other goals and just generally being an adult can seem like enough but while you’re doing that, there’s often something gets…

The holidays aren’t for breaking the bank

01 Dec 2023
The holiday season, with its festivities and celebrations, often comes with the temptation to overspend, you know you’ve almost been sucked into buying that Champaign advent calendar. But you’ve got…

What can the 50/30/20 budget do for you?

01 Dec 2023
Everyone says you need to have a budget, but how do you know what money should go where? Let’s talk about the 50/30/20 rule. Forget about complicated spreadsheets and financial jargon; this approach…

Pensions Scheme Administrator of the Year WINNER

24 Jul 2023
We are thrilled to share the incredible news that our pension fund has been honored with the European Pensions Award 2023 for Pensions Scheme Administrator of the Year. This recognition is a…

Saving for Your Dream Home

05 Jun 2023
Hey there, future homeowners! We’re going to jump into the realm of real estate and turn your dream of owning a house into a reality.

Buying a house isn’t something you can just wake up and…

Your Financial Safety Net: Why You Need an Emergency Fund

31 Jan 2024
Juggling bills, making career moves, saving for your retirement and other goals and just generally being an adult can seem like enough but while you’re doing that, there’s often something gets…

The holidays aren’t for breaking the bank

01 Dec 2023
The holiday season, with its festivities and celebrations, often comes with the temptation to overspend, you know you’ve almost been sucked into buying that Champaign advent calendar. But you’ve got…

What can the 50/30/20 budget do for you?

01 Dec 2023
Everyone says you need to have a budget, but how do you know what money should go where? Let’s talk about the 50/30/20 rule. Forget about complicated spreadsheets and financial jargon; this approach…

Pensions Scheme Administrator of the Year WINNER

24 Jul 2023
We are thrilled to share the incredible news that our pension fund has been honored with the European Pensions Award 2023 for Pensions Scheme Administrator of the Year. This recognition is a…

Saving for Your Dream Home

05 Jun 2023
Hey there, future homeowners! We’re going to jump into the realm of real estate and turn your dream of owning a house into a reality.

Buying a house isn’t something you can just wake up and…

Who, What, Where, When, Why, How — Saving for Your Childs Education

15 May 2023
Who, What, Where, When, Why, How — Saving for Your Childs EducationIt’s never too early to plan for the future, especially when that future includes your child’s education. “But in my country,…

We Have 5 Reasons Why You Should Save for Education

05 May 2023
Saving for education can be one of the most important and rewarding investments you can make. Whether you’re looking to help your children pay for college, support a family member’s career…

Why You Should Set a Travel Goal

29 Mar 2023
Creating a travel goal with LifeGoals is a great way to motivate yourself to explore new places, experience different cultures, and make unforgettable memories. Whether you’re dreaming of an epic…

New Year, New (Or Reconsidered) Retirement Plan

22 Dec 2022
Start the new year by thinking about your retirementThere are many benefits to thinking about your retirement now, including getting a head start on saving, understanding your investment options,…

Holiday Reading

15 Dec 2022
This holiday season why not take a little time to better yourself and your financial future. Here are three great books that can help you do both.

1. Personal Finance QuickStart Guide by Morgan…