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Posts filtered by: Retirement
Investor confidence in a market downturn

Investor confidence in a market downturn

Monday 18 May 20

Investment markets have had quite a ride this year.  While many have had their focus on how to manage social distancing and other challenges, some are also concerned about what's happening to their superannuation or other investments.The above graph shows the plunge that we had

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What is a Financial Plan?

What is a Financial Plan?

Thursday 31 October 19

A financial plan is something that is very practical and helpful.  It helps you to work out what you need to do to get where you want to go.  And it also can become a tool to evaluate your progress along the journey.  James Massey,

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Sources of Retirement Income

Sources of Retirement Income

Friday 01 March 19

Retirement income can come through a number of different sources: Centrelink benefits, defined benefits, investments outside of superannuation or from superannuation income streams. Part time paid work is also a possibility. Let’s have a glimpse at several of them. Aged pension Life in Australia has

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The Home Stretch towards Retirement

The Home Stretch towards Retirement

Tuesday 01 January 19

Some of us are getting a bit more serious about our superannuation. In the early days it was something for a time that was so far away, why worry? Now we wish we had taken it a bit more seriously. But it may not be

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