Retirement is often a massive life change for the majority of people who experience it. Most of us will have mixed emotions around the end of our working life and the beginning of our 'second half'. For some it will be a relief, and something...
Proposed changes to superannuation have the potential to reshape the retirement landscape. The objective of super remains the missing ingredient in the mix. At its most fundamental, successful investing is about getting the balance right between risk and reward. Some risks are front and centre; they are...
The new standards aim to assist Australians understand how much they need to save for retirement. New retirement standards have been proposed by Super Consumers Australia with the goal of providing Australians with improved guidance on spending levels and savings targets. The firm is seeking consultation on...
Staying the course, and not being distracted by short-term market events, is just as important in retirement as it is at any other time. Retiring from work shouldn’t necessarily equate to retiring from managing your investment portfolio. In fact, taking an active role in your investments during...
It is important to understand where this income will come from, how long it will last, and whether your retirement investments are on track, or whether some adjustments need to be made to get you there. Work out how long your super or account-based pension will...
Consolidating your super means moving all your super into one account. It makes your super easier to manage, and saves on fees. Before you consolidate, pick the best super fund for you. You can transfer your super for free in a few simple steps. If you're ready to...
The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Instead, those who have the flexibility to choose are often transitioning out of the workforce over several years, or even returning after a break. Whether you...
By the time retirement savers realise the error of their ways, it may be too late As inveterate watchers of sitcom reruns (and a real-life Felix/Oscar combination), my sister and I loved The Odd Couple while we were growing up. One of our favorite episodes featured a courtroom sequence in which...
Buckling down to plan for your retirement may feel like a chore, but it could lead to some hidden financial treasures. How to create a retirement plan According to Australian Retirement Trusts‘ Head of Advice Anne Fuchs, everyone has different retirement goals and dreams for the future...
Enjoying retirement can mean different things to different people, as everyone has their own unique interests and preferences. Some people may choose to travel and explore new places, while others may prefer to focus on hobbies or volunteer work. Some retirees may also choose to take up...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.