Tag Archives: Planning for Retirement
Posted on 01. Sep, 2016 by admin.
You may be aware that the Age Pension assets test will change from 1 January 2017, impacting the thresholds by which the value of assets owned (excluding the family home) are based on, before you may lose your eligibility for the Age Pension. These changes are aimed at increasing the amount of people eligible for […]
Posted on 01. Jul, 2016 by admin.
Will you be a honeymooner, a go – getter or a relaxer? The first year of retirement is one of transition in which you will need to adjust to major changes that can bring big rewards. Some of the changes may include; preparing mentally for the shift to not working full-time, adjusting to not getting […]
Posted on 21. Mar, 2011 by admin.
According to expert portfolio managers, two of the best times to buy equities during this investment lifetime were after the economic recoveries of 1974 and 1990. The lead-up periods to each of these recoveries were also the closest in terms of economic meltdown to what we have recently been through, and are facing now. In 1974 and 1990, after the first spurt of economic growth, growth decelerated again (as it has in this past quarter) before the economy took off again.
Posted on 23. Dec, 2010 by admin.
We wish you and your family a Merry Christmas and Happy New Year from the team at Abound Lifestyle Planning!
Posted on 22. Nov, 2010 by admin.
As stated in my previous blog there are many risks faced by investors in retirement. The issue I want to address next is inflation. I think it is important to first understand what inflation actually is…
Posted on 15. Nov, 2010 by admin.
There are many challenging issues in retirement and some of the most commonly discussed these days are longevity, inflation, volatility, emotional issues & timing. I will provide some of my thoughts around each of these issues in the next few blogs.
Posted on 30. Oct, 2010 by admin.
Watch our humorous video where Richard meets with Bob who is 62 years old and looking to retire in a few years. Bob is worried about sustaining his current lifestyle for himself and his wife in his retirement years and running out of money. Richard informs Bob how he and the team at Abound Financial Planning Ascot Vale can help him.