This article discusses the risks business owners face if they focus solely on the sale of their business to fund their retirement dreams. It provides steps to take to prepare for the sale or succession of your business, including building superannuation. – Don’t bank your retirement on your business.
This article explains the three stages to retirement, outlining the most important considerations when planning for these years and cover Government assistance, through to strategies for retirement planning. – The three stages of retirement planning.
This article looks at the current behaviours of older Australians with respect to downsizing the family home, as well as factors that should be consider when weighing up the decision of whether or not to downsize. – Should you downsize to upsize your retirement?
This article explains the top financial mistakes people make in retirement that could leave them outliving their savings and diminishing their quality of life. – Retirement mistakes that could send you broke.
Retirement should be a time to wind down and enjoy life, however there are a few important topics often overlooked when planning for retirement. This article explains three of these aspects including re-contribution strategies, death nominations and having a spending policy in place. – Retirement planning: 3 things to remember.
Having spent most of our lives accumulating retirement savings, it is easy to understand why retirees are fearful of spending their hard-earned nest egg. This article explains how an adviser can help evaluate the likelihood of achieving your retirement goals, as well as minimising longevity risk. How much can we spend in retirement?