Tag Archives: Retirement Planning
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 17. Dec, 2014 by admin.
The Team at Abound Financial & Lifestyle Planning would like to wish you, your family and friends a Merry Christmas and a happy, safe and prosperous New Year! We’ve had a great year here at Abound and in our special Christmas video below, we introduce our new team members and share a few financial planning […]
Posted on 25. Nov, 2014 by admin.
On 1 January 2015, Centrelink income test rules are changing to be less favourable for account- based pensions. However, clients who receive a Centrelink benefit and have an allocated or account-based pension in place before then will maintain their current favourable income test treatment. Do you need to take action now? If you are over […]
Posted on 17. Oct, 2011 by admin.
No matter what stage of life you currently find yourself in, there is a role for financial planning in order to ensure that your future, and the future of those that you care about, is well looked after. Taking care of yourself allows you more time to achieve goals that you are passionate about. Importantly, it’s never too late to start, and never too early to begin.
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 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.