Financial Consultant
Your Financial Ally for the Sandwiched Generation
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Budgeting
How to Apply the 50/30/20 Rule as a Pre-Retiree
How to Apply the 50/30/20 Rule as a Pre-Retiree
How do you manage your monthly paycheque?
How do you manage your monthly paycheque?
Real Life Stories
Overthinking is costing your money
Overthinking is costing your money
I Wish I Could Have Done More
I Wish I Could Have Done More
Testimonials
Transforming an Orphan Client Experience into a Holistic Partnership
Transforming an Orphan Client Experience into a Holistic Partnership
Celebrating Small Wins: Making a Difference, One Plan at a Time
Celebrating Small Wins: Making a Difference, One Plan at a Time
Retirement Planning
Are You on Track for Retirement?
Are You on Track for Retirement?
What if you lose your job before retirement?
What if you lose your job before retirement?
What if you lose your job before retirement? Miss Z is in her early 40s, single, and owns a fully paid property handed down by her parents. She plans to retire at 68. After doing a cash flow analysis, I found that based on her current income, she could comfortably set aside $2.5K per year for retirement. It seemed like a manageable plan. But after our appointment, she messaged me with concerns: “Isn’t it risky to commit to a long term investment? What if I stop working or can’t find a job after retrenchment?” These are real fears. I understand where she’s coming from. Life is uncertain, and no one wants to be locked into something they can’t sustain. I’ve arranged to address her questions in our next meeting. But it got me thinking—this is probably a common concern for many pre-retirees. How would you approach the situation if you lose your job before retirement? I’d love to hear your thoughts in the comments below.
Who is Jayden Tan?
From Career Stability to Purpose
From Career Stability to Purpose
Joining the Military at 17 for Financial Stability
Joining the Military at 17 for Financial Stability
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