Planning for Retirement Articles

Peak retirement age: How long would you want to work?

Peak retirement age: How long would you want to work?

More older Australians are staying in work for longer, creating a new ‘peak’ retirement age, according to a new KPMG report. Analysis by KPMG Urban Economist, Terry Rawnsley, suggests that Australian workers are retiring at their oldest age since the 1970s....

Enough

Enough

I love the story Jack Bogle, legendary founder of Vanguard, told to open my favourite of his dozen books:  “At a party given by a billionaire, Kurt Vonnegut informs his pal, Joseph Heller, that their host, a hedge fund manager, had made more money in a...

Busting retirement myths: The five biggest fallacies

Busting retirement myths: The five biggest fallacies

Making mistakes is part of the human condition. There are very few things in this life that are totally irredeemable. So knowing you can fix mistakes comes as a great relief. The belief that organising your retirement funding is a one-off project is one of...

Planning your best retirement in five easy steps

Planning your best retirement in five easy steps

Whether you are in retirement, about to start your retirement journey or planning for the future here are five simple steps to reach your goals now and in the future. Step 1: Set your goals Do you know what you want to do during retirement? Your goals may...

Can I afford to renovate when I retire?

Can I afford to renovate when I retire?

Adviser Megan Marshall recently met with Gary and Monica who have retired. They’ll soon qualify for an Age Pension but want to know whether a renovation or downsizing their home is the smarter financial strategy. Talking them through the rules and the likely...

How to make 2024 your best year yet

How to make 2024 your best year yet

There’s something about the summer break that leads us to review our lifestyle and habits. The start of a new year also encourages resolutions and plans to do things differently, or sometimes to do them better. This is a good thing. The Greek philosopher...

Living well in 2024: How to put your health first

Living well in 2024: How to put your health first

What matters most to you in retirement? We hear a lot about ‘fear of running out of money’  as the most pressing concern for retirees, but surely that’s debatable? A majority of people would save a family member ahead of a sack of dollars any day, if...