Tag Archives: Planning for Retirement

Your retirement questions answered

Posted on 01. Jul, 2018 by .

© AMP Life Limited. First published January 2018 If you’re wondering what you might do with your super money when you do access it, remember there will be a number of things to weigh up and look into. How can I take my super? Taking super as a lump sum A lump sum could help […]

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Why it pays to contribute to your partner’s super

Posted on 01. Jun, 2018 by .

© AMP Life Limited. First published March 2018 If your other half is a stay-at-home parent, working part-time or out of work, adding to their super could benefit you both financially.  If your spouse (husband, wife, de facto or same-sex partner) is a low-income earner or not working at the moment, chances are they’re accumulating […]

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Social Security Age Pension Assets test changes in January 2017

Posted on 01. Sep, 2016 by .

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 […]

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Get ready for the first year of retirement

Posted on 01. Jul, 2016 by .

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 […]

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To buy or not to buy? That is the question.

Posted on 21. Mar, 2011 by .

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.

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Merry Christmas from Abound Financial & Lifestyle Planning

Posted on 23. Dec, 2010 by .

We wish you and your family a Merry Christmas and Happy New Year from the team at Abound Lifestyle Planning!

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Risks in Retirement – The need for Financial Planning! (Part 2)

Posted on 22. Nov, 2010 by .

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…

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Risks in Retirement – The need for Financial Planning!

Posted on 15. Nov, 2010 by .

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.

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Are you looking to retire in a few years & worry you may run out of money?

Posted on 30. Oct, 2010 by .

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.

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