Planning for Retirement Articles

To downsize or upsize. Is your home fit for purpose?

To downsize or upsize. Is your home fit for purpose?

This time next week many Australians will enjoy gathering with extended families and friends. Hopefully you’ll find this a convivial occasion. It’s also a time when the spotlight is fixed firmly on the family home. Whether you’re rushing around cleaning,...

Overcoming the fear of running out

Overcoming the fear of running out

What you believe will help Our regular Retirement Pulse surveys never fail to surprise. Yes, they always deliver useful insights and help us understand your key concerns. But they also often deliver useful solutions to problems that plague retirees across...

One in four Australians too poor to retire?

One in four Australians too poor to retire?

Recent news reports about 4.6 million Australians were alarming for retirees. The news was that more than one quarter of us are ‘too poor to retire’. We tracked down the research which led to these widespread TV and press reports. It came from comparison...

Anishka’s ready to travel and Sharon shows her how

Anishka’s ready to travel and Sharon shows her how

Q. I’d like to travel overseas for six months. Do I need to wait until Age Pension age? I’m only 61 and really want to head off now. That’s the question that Anishka posed a few weeks back. She’s single, 61 and has a strong desire to enjoy extended travel...

New retirement savings targets. But how useful are they?

New retirement savings targets. But how useful are they?

In a previous article we have analysed some of the different ways of setting retirement savings and spending targets. These main projections are published regularly by the Association of Super Funds Australia (ASFA), the Super Consumers Association (SCA) and...

Five steps to improve your retirement wellbeing

Five steps to improve your retirement wellbeing

Managing your retirement finances can be pretty daunting when you no longer have a regular salary to fall back on. There are so many questions and issues to think about including. Are you getting, and maximising, all your Centrelink entitlements? What...

The great retirement juggling act

The great retirement juggling act

What the numbers tell us ‘Life’s what happens while we’re busy making other plans’, said the inimitable John Lennon. Sadly and ironically this was the case for Lennon himself, gone way too soon at just 40. None of us can ever know what lies ahead. That’s...

Could you afford to work part-time?

Could you afford to work part-time?

Alison to the rescue Barry is a widower who works long hours as a paramedic. What he really wants is to have more time to play with his grandkids.  Joan works for a large supermarket. Her husband has just been retrenched from a major tech company. She...