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...
Planning for Retirement Articles
What’s your retirement age?
What’s your retirement age? And why does it matter? The 1 July increase in the Age Pension age – from 66.5 to 67 – has caused a lot of angst for many pre-retirees who feel they simply can’t keep working until that age. But once again, much of the commentary...
Are you retirement fit? Here’s a handy 5-step checklist
Are you retire fit? Handy five-point checklist Running enthusiasts take marathons seriously. They establish fitness and running routines months in advance, measure their progress to ensure they have all the necessities in place for the big day – and...
Planning to retire soon? Here’s the rules you need to know
Planning to retire after 30 June? Here’s what you need to know now Moving from full time work to retirement is a huge step. There are many aspects to think about and many important decisions to make. Some are financial, many are emotional and others will...
Will inflation ruin your retirement? What can you do?
What happens to retirement savings and income when inflation is high? Inflation is having a major impact on most Australian households, affecting both young and old. Last week the Reserve Bank again raised interest rates, to an 11-year high of 4.1 per cent....
Great retirement trade-offs
Great retirement trade-offs: And how to resolve them Most of our life choices involve a trade-off. Should we eat the chips or lose a kilo? Should we book the holiday or save the money? Should we watch TV or go for a walk? Retirement, too, involves some...
Federal Budget 2023 – what we’d like to see for retirees
Federal Budget 2023-2024: What we’d like to see Our goal at Retirement Essentials is simple. It is to help all older Australians to enjoy their best possible retirement. This we do by providing financial guidance and support when it comes to managing your...
Rating your retirement income performance – is it too late?
Rating your financial performance: But the game’s far from over The March Retirement Essentials Retirement Pulse has once again provided us with many useful insights into your thoughts on maximising retirement income. One question in particular: If there was...
How safe are your savings?
How safe are your savings? Time to review your investment mix? The saying goes that something is ‘as safe as a Swiss Bank’ But the recent forced bailout of Credit Suisse suggests this is a fallacy. Coming hard on the heels of three other major US bank...