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Retirement Planning
Looking to Retire in the Next 10 Years? Take These Key Steps
Understandably, people tend to view retirement with the thought that it’s too far off to think about. However, when you enter the final ten years before retirement, you’re going to have to seriously take retirement planning into account. It’s important to remember that knowing and doing are two very different things! Read on to learn […]
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Investing
Understanding the Essentials of Investment Bonds: Part 1
Investment bonds have gained a lot of popularity in the last few years with people looking for a tax-effective investment option. There are huge tax advantages of investment bonds for people in every life stage – especially for higher-income earners. So what exactly is an investment bond? An investment bond (also known as an insurance […]
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Financial Planning, Retirement Planning
The Value of a Financial Advisor for Your Retirement Plan
Planning for your retirement can be a pretty daunting task. This is especially true if you have no experience managing your finances. Now, we all know how important retirement is, especially budgeting for retirement. Luckily, you don’t have to do this alone. You can work with a financial advisor to make retirement planning infinitely easier. […]
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Financial Planning, Retirement Planning
How to Manage Debt as You Approach Retirement
Becoming debt-free is a top priority for many Australians, especially for those nearing retirement. It’s not unusual for retirees to head into retirement with a mortgage to pay off or other personal debts. However, when you’re approaching retirement, you may be wondering how to manage your remaining debts so that you can relax during your […]
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Financial Planning, Retirement Planning
How to Gift Money to Your Family and Still Save For Retirement
Saving for retirement is one of the most important financial decisions a person will make in their lifetime. However, if your kids still live with you or you want to financially support your adult children, it can be difficult to build your retirement fund. As Australians are having children later in life, many find themselves […]
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Financial Planning
Is Financial Planning Important? 5 Ways a Financial Advisor Can Help You
How many times in your life have you encountered a financial surprise or even a little bit financially stressed? Unexpected car troubles, medical expenditures, an unwanted fine, school fees, or being unable to work – we all go through difficult times in life. But as we get older and near retirement, unexpected financial surprises can […]
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