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Outside of how much money you need for retirement and will you run out of money questions… Lately we’ve been seeing an unusual trend…people who want to retire at age 67… Hmmm…what’s significant about age 67? It’s the qualification age for Centrelink age pension… Now, I totally understand if you are eligible, and that’s part…
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I just got off the phone with a guy struggling to work out if he had their finances in order for their upcoming retirement… He was successful in his career, the wife winding down a small business. Nagging doubts… While they had accumulated a reasonable sum of assets. Questions remained unanswered. Still trying to answer…
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I’ve noticed in the last few weeks a troubling trend. We’ve had a lot of interest in the book “ENOUGH?”, which we offer complimentary as a download. When requesting a copy of this book we ask “What is your biggest financial challenge?”. Overwhelmingly, “How much is enough?” is by far the biggest challenge people are…
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Are your emotions setting you up for failure in retirement? A little knowledge and understanding of the impact of your emotions can help you avoid major pitfalls in retirement. If the act of investing and saving was based solely on mathematics. Decisions made on a robust framework. Retiring with a healthy nest egg would be…
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They say money can’t buy happiness. Being broke, I’d imagine, would be miserable and not ideal either… For argument’s sake, let’s say you want to at least retire on the same level of income you are on now. What are you doing now to reduce the risk that you’ll at least retire on the same…
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There is an island many are trying to get too…retirement island. Problem is, many are refugees struggling to find a way…to locate that well trodden path to make it to retirement island safely. Over the last 12 months I’ve met with many people who are refugees of financial advisers. Either who have been let down…
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If retirement is on your mind? You’re going to uncover what’s going to move the needle in your plans. You’ll learn where most people get it wrong when planning their retirement. When people come to us, they ask can you help with our retirement planning needs. And sure we can help them with that. After…
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Many people approaching retirement feel overwhelmed. You’ve worked hard all your life to save up for that period in your life when you have more time. More time to do the things you want when you want. Whether you completely escape the rat race and jump fully into your retirement journey. Or to ease into…
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One day will come…a day when you’re knackered. Your hips are gone…your knees are gone…you struggle to get in a car let alone contemplate an overseas holiday! You’re more concerned about comfort and peace of mind. And then one day…you die…it’s going to happen to all us…eventually! We’re all going to have to face our…
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Most people know they need to plan for their retirement. Sadly, most fall victim to the “Round TUIT”! I’ll get around to it… They know it’s important but perhaps not an immediate concern. After all, there’s plenty of time. STOP RIGHT THERE… “Precious time is slipping away…life is not a rehearsal” And why wouldn’t you…
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