A successful financial plan is a crucial tool for managing your financial well-being. Here are five key checkpoints for creating an effective financial plan: Defining Your Goals: Clearly define your short-term and long-term financial goals. These could include buying a home, saving for your children's education, retiring comfortably, or starting a business. Specific, measurable, and achievable goals are essential. Budgeting and Cash Flow Management: Analyze your income and expenses to create a r

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Is it just me 🤔 Or is this enormously unfair. Of our clients, it’s females that often have less in pension savings. Here are the stats*: Under 30 ♂£3,275 ♀£2,619 30-39 ♂£9,876 ♀£7,779 40-49 ♂£24,083 ♀£17,850 Over 50 ♂£43,954 ♀£23,962 Why do you think this is? * Source: PensionBee, May 2023. Total sample size of the UK Pension Landscape is 198,430 customers as at March 2023. #genderpaygap #money #personalfinance #finance | Exley Financial Planning

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