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...
Keeping Retirement Simple – Part 8 After the recent (disastrous for Biden) Trump-Biden debate, Poland’s top diplomat tweeted “It is important to manage our ride into the sunset.” And another commentator said, “We can’t beat Father Time; he’s never been...
If so, what can you do? The hottest topics in the news right now seem to be the twin challenges of cost-of-living and inflation. It’s not just a talking point either, with many elections occurring across the globe this year, data indicates that any...
Keeping Retirement Simple – Part 7 If you depend on a water tank to provide your water during a long hot summer, the last thing you want is for it to have a number of leaks. It’s the same for your retirement nest egg – your savings and super. If...
Last week we explored the topic of risk and how a better understanding of investment risk can boost your retirement income. We received a lot of follow-on questions on this topic, particularly the Retirement Essentials Market Risk Levels, so today we are...
Talking about risk and retirement is a little like talking about debt and retirement. We may be aware that we need to confront this, but words like risk and debt can have negative connotations. This means many of us will avoid ever ‘going there’. But this...
Well that’s a provocative headline. It was a question posed in a recent article in the Financial Review. The full headline was… “Baby Boomers are loaded. Why are they so stingy?” Now like most newspaper headlines they are designed to get a reaction and...