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Unexpected expenses - be prepared

In preparing for my retirement, I have been very conscious of the need to understand exactly what my ongoing living expenses will be. What are the absolute necessary costs I ...
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Age Pension - will there be an increase?

On 20 March and 20 September of each year, the age pension rates are increased.
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Getting things in order

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order.
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Retirement – do not look back with anger!

Nearly every Saturday at 11.30am, Donna (my partner), Scout (my dog) and I visit my mum in the aged care facility where she now resides.
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The Simple Things

On Sunday morning I went to my local café and had breakfast. I am a little old fashioned when it comes to my breakfast – scrambled eggs, a slice of sourdough and bacon, which I ...
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I’ve lost my job…what’s my next step?

I read with a great deal of concern that, as a result of the COVID-19 pandemic’s effect on our economy, between 1.9 and 3.4 million Australians could lose their jobs or have ...
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Financial self-help

Whether you love him or loathe him, Scott Pape, author of the Barefoot Investor, has popularised the financial self-help movement in Australia in recent years.
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When is the best time to start planning for retirement?

Hardly a day goes by without either Mark or me receiving a call from a financial adviser who has a client on the threshold of retirement.
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Retirement - exciting and a little scary?

In a couple of months, I will turn 63, a year closer to my retirement.
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I just got a confusing letter from my super fund

In May 2019, superannuation fund trustees started writing to selected members of their funds informing them the insurance cover held in their super account may be cancelled. ...
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