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This case study is contributed by the authors to show you how they assessed a real-life case. By combining their financial advisory expertise and resourcefulness with their deft use of Financial Alliance’s proprietary financial planning tools, they demonstrate how they structured their recommendations to fit the situation and retirement goals of the client.

Instead of focusing on how my financial advice has helped my clients to retire well, I have decided to write about a matter close to my heart that puts a different perspective on things.

The Minimalist lifestyle has become much talked about lately. Find out how this idea of minimalism can help you to retire with more.

Long-term investors can do well to put time into consideration when investing.

The debate on whether bitcoin will replace gold as the premier safe haven/store of value investment looks to be gathering steam.

Today we live in a world in which it gets progressively harder to reconcile from an economic-versus-financial standpoint.

The first step to financial freedom lies in setting realistic financial goals. Here’s everything you need to know about your road to independence.

One of the most frequent questions asked nowadays is, “Has the market bottomed or will it go lower?”. This comes after global indices fell on average by 30% in March, only to recover more than

The COVID-19 situation is hitting the income of many businesses and individuals very hard. Are you one of them? And do you need help?

COVID-19 or not, financial advisory customers value security and a seamless experience, so does Financial Alliance. Security matters even more now that online communications are going to be de rigueur in our nation’s fight against

Insurance plays a key role in your financial well-being and security for your future. Find out more about how you will benefit when you buy an insurance policy.

While COVID-19 rages on, financial help is on hand should you or your loved one become ill from the virus. Financial Alliance has compiled a handy guide to help you quickly identify which types of insurance don’t cover you and which do (and how they cover you).