The Bermuda Islander Fundamental Financial Planning Primer Series (the BIFFPP Series as they will be referred to further) is written for all Bermuda Islanders and their globally mobile families, their Domestic Affairs & their International Connections across the Great Atlantic Pond.
INTRO – STEP18
CROSS BORDER FINANCIAL PLANNING CHALLENGES, TAXATION AND COMPLIANCE
A Pondstraddler is a person with one foot on each shore whose heart resides i...
INTRO – STEP17
You've reached the Lightness of Being – BECOMING MORE in Financial Control of your finances, in our unique Bermuda financial environment.
Bermuda...
INTRO – STEP17
You've reached the Lightness of Being – BECOM...
INTRO – STEP16
Nothing Zero About Tax in Bermuda’s Economy!
All governments across the globe assess some sort of taxes in order to operate a country, if you wil...
INTRO – STEP16
Nothing Zero About Tax in Bermuda’s Economy!
...
INTRO – STEP15
The Dimming of the Day – Estate Planning for your family and legacy
Have we put our affairs in order?
Managing the finances of a single individua...
INTRO – STEP15
The Dimming of the Day – Estate Planning for ...
INTRO – STEP14
Managing Risk, The Consequences and Resolution
Everyone faces risks and anxieties at some point in their lives, from job security to relationship...
INTRO – STEP14
Managing Risk, The Consequences and Resolutio...
INTRO – STEP13
Your review plan is more than two-thirds finished - don't give up now.
What average returns should you be looking for in long-term appreciation o...
INTRO – STEP13
Your review plan is more than two-thirds fini...
INTRO – STEP12
Pension Life Stage Choices
We are now at the process to review the performance of a illustrative selected pension account:
1.Monitoring the perfo...
INTRO – STEP12
Pension Life Stage Choices
We are now at the ...
INTRO – STEP11
TRACKING Your Personal Bermuda National Pension
Here is a little factoid.
Your Bermuda National Pension Plan (formal name Occupational Pensions A...
INTRO – STEP11
TRACKING Your Personal Bermuda National Pensi...
A look at a home-grown company
Your personal investment review
This phase of your financial review may be bit more tedious for some, but it is also the most imp...
A look at a home-grown company
Your personal investment revi...
INTRO – STEP 10B
Your Personal Investment Review Bonds & Commodities
This phase of your financial review may be bit more tedious for some, but it is also the mo...
INTRO – STEP 10B
Your Personal Investment Review Bonds & Com...
INTRO – STEP 10A
Your Personal Investment Review Process
This phase of your financial review may be bit more tedious for some, but it is also the most important...
INTRO – STEP 10A
Your Personal Investment Review Process
Thi...
INTRO – STEP 9
Tracking Your Employee Benefits in Bermuda
Bermuda has legislated Employment Law that Stipulate your Benefits and Rights along with the responsib...
INTRO – STEP 9
Tracking Your Employee Benefits in Bermuda
Be...
INTRO – STEP 8
Your Personal Loan Review – Know What You Owe
Your challenge
1-Review all your loan/debt statements
2-How much do you owe short and long-term
3-C...
INTRO – STEP 8
Your Personal Loan Review – Know What You Owe...
INTRO – STEP 7
Debt: The Conflict Between Wanting Versus Really Needing!
The Deceptively Deceitful Allure of Debt
Debt is easy money. So is a lump sum payment, ...
INTRO – STEP 7
Debt: The Conflict Between Wanting Versus Rea...
INTRO – STEP 6
There are three reasons (rules) to review your finances once a month, or quarter, or more, if
needed, then try to work with a budget:
1.No one, b...
INTRO – STEP 6
There are three reasons (rules) to review you...
Buffer pain for long-term gain
A savings buffer is a rain-day plan, a safety-net cushion and good contingency planning. Everyone needs one!
Our, along with the ...
Buffer pain for long-term gain
A savings buffer is a rain-da...
There are three critical components needed to become financially successful.
One. Following through on implementing your personal goals as outlined in Step 3.
T...
There are three critical components needed to become financi...
Change is hard, just thinking about changing is a very real challenge for most of us.
Yet, change is inevitable. Change may mean taking risks, particularly of f...
Change is hard, just thinking about changing is a very real ...
Setting motivating goals is easy. Changing old habits is hard.
How can you motivate yourself to get going – to achieve any goal?
Have a reason.
What m...
Setting motivating goals is easy. Changing old habits is...
Building your brand.
How can you be successful if you don’t value yourself?
Aren't we all subliminally selling our personal value, confidence, ethics,...
Building your brand.
How can you be successful if y...