Retirement

Living your best life in retirement

Living your best life in retirement

If you’re planning for retirement, you're probably wondering if you'll have enough saved to give up work and retire comfortably, especially with the rising cost of living affecting basic expenses like energy, insurance, food, and healthcare. Fortunately, there's...

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Considerations when planning retirement

Considerations when planning retirement

Planning for retirement is a critical step in ensuring your financial security and peace of mind as you approach the golden years of your life. This article provides a guide, highlighting the various considerations when planning retirement and how to fit these with...

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Are you planning to retire?

Are you planning to retire?

Retirement is a significant milestone in everyone's life. It's a time when you can finally bid farewell to the daily grind and embrace the joy of pursuing your passions, spending quality time with loved ones, and exploring new horizons. However, to ensure a fulfilling...

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Retirement: It’s not all about the money

Retirement: It’s not all about the money

Retirement is a significant transition for the majority of people who retire. Most of us will feel conflicted about the end of our working lives and the start of our "second half." For some, it will be a relief and something they have long anticipated, but for others,...

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Flexing your retirement plans

Flexing your retirement plans

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...

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8 retirement mistakes and how to avoid them

8 retirement mistakes and how to avoid them

Retirement is a phase of life most of us look forward to. It’s a chance to pursue other interests, travel and maybe do some part-time work or volunteering. Thanks to more than 30 years of compulsory superannuation, we are retiring with more savings than previous...

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Guide to Concession Cards for Seniors

Guide to Concession Cards for Seniors

The excitement of heading towards retirement and a new stage of life can be tinged with concern over how to manage finances. For many people, seniors’ concession cards are a good way to help make ends meet. While discounts on goods and services are always welcome,...

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A Will to give

A Will to give

As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking openly about how you want your assets to be passed on can help...

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Easing into retirement

Easing into retirement

As the nation drifts back to work after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that it’s time to retire. In...

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Investing in inflation

Investing in inflation

Inflation appears to be firmly on the rise and while that is bad news for consumers it’s not necessarily bad news for investors. In fact, inflation may provide new opportunities. In the September quarter, the consumer price index (CPI) rose 3 per cent year on year, a...

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Retirement income on the house

Retirement income on the house

Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home. With property prices booming, many retirees are finding that the home they have lived in...

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Increase to Age Pension rates – Effective 20 September 2021

Increase to Age Pension rates – Effective 20 September 2021

Age Pensioners will enjoy the biggest increase to pension rates in 7 years. Nearly 2.6 million Australians are on the age pension so this 1.4% increase will be very welcome. Last September there was no increase at all for the first time in 24 years so this boost will...

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