Over the past few months, we’ve shared a set of 10 principles of retirement, designed to help you grasp the key topics in planning your retirement financing. Here’s a case study of how a client couple went about getting their retirement sorted…and how...
Often when calculating retirement income, we make assumptions that are simply wrong. This is not necessarily caused by any lack of financial literacy. It’s because the rules can be less than obvious and no matter how much research we do, we can still miss...
When advice helps turn things around When Andrew Dunkerley first met Jim and Alice* he was concerned that there might be little he could do to help them achieve a reasonable retirement income. That was because they had more than $100,000 in credit card debt...
This is the second part of a two-part article which defines the key decisions you will face as you move through your 60s. Last week Gary pointed out that 65 is not Age Pension age – he is, of course, correct – but we are recommending you consider key trigger...
Do you believe that the so-called generational wars are a media beat-up? Or is there actual conflict between baby boomers and their children for a fair share of the financial pie? It’s a question worth considering at a time when Australia is undergoing the...
They say a picture is worth a thousand words. But in the world of retirement income, an example is often worth even more. That is no doubt why our many members enjoy our comments and Q&A articles – by reading about other people’s situations, they can...
Peace of mind is a cornerstone of a secure retirement. While many Australians prioritise financial security, ensuring your wishes are carried out after you're gone is equally important. This is where having a valid will comes in. Our recent July 2024...
Being wealthy is very much in the eye of the beholder. While one person’s sense of wealth might come from their health, another’s could rest upon the strength of their relationships. Yet someone else might measure their wealth by the size of their super,...
Keeping Retirement Simple – Part 9 If you’re fortunate enough to own your home – about 3 of 4 of our clients do – then you have a great opportunity to consider what role your house plays in your retirement plans. For Australians overall, housing is...