Retirement Life Stages>

Getting financial advice

It’s important you correct the values of your assets such as, bank accounts, investments, cars, and home contents regularly. The majority of your assets depreciate over time, providing an opportunity to increase your pension. Source: Getty Images

Age Pension

Maximise your Age Pension: Tricks to get you more and traps you should avoid

Pensioners owe it to themselves to make sure they’re getting their full entitlement. Here’s how to do it.

Money ExpertTom Ellison

Creating a retirement plan

‘Chance favours the prepared mind’: Preparing for the unexpected in retirement

‘Chance favours the prepared mind’: Preparing for the unexpected in retirement

Don't be fooled into thinking everything will be smooth sailing.

Written byViviana Wuthrich

Retirement doesn't always go to plan, but there are ways to help prepare yourself for the unexpected. Source: Getty

Retirement Income

Got nearly $1M in super and still worried about retirement? You’re not alone

Got nearly $1M in super and still worried about retirement? You’re not alone

The strange thing is, many Australians die richer than they were on the day they retired.

Written byRachael Rosel

Retirement fears loom over most people, even those with more savings than others. Source: Getty.

Financial planning

‘Is this financial adviser charging me a crazy sum for a retirement plan?’

‘Is this financial adviser charging me a crazy sum for a retirement plan?’

It's not often our experts' recommendations including buying some very fancy wine.

Money ExpertTom Ellison

It's important to know when advisors are adding unnecessary items and costs to the bill. Source: Getty.

End-of-life planning

How to decide if a do-it-yourself will kit will work for you

How to decide if a do-it-yourself will kit will work for you

A DIY will kit costs less than $30 but may end up being the more expensive option if not used correctly.

Written byChristine Seib

A ‘kitchen table’ will can be perfectly valid but it takes particular care to ensure that’s the case.

Age Pension

Good reasons Age Pensioners should be cautious of lending money

Good reasons Age Pensioners should be cautious of lending money

Centrelink has restrictions on lending AND gifting when it comes to the Age Pension.

Written byChristine Seib

Helping your adult children afford their first home is great, as long as it doesn’t put you in a tight financial spot.

Getting financial advice

The little-known tip that could save you big on aged care

The little-known tip that could save you big on aged care

Our expert offers some sage advice for anyone making any aged care decisions.

Written byJocelyn Nickels

You could save money on aged care costs by following this simple tip. Source: Getty

End-of-life planning

What happens to your money when you die without a will

What happens to your money when you die without a will

You might think you’re keeping things simple by not having a will but you’re actually making them much more complicated.

Written byChristine Seib

A lifetime of carefully amassing assets to benefit your loved ones could be wasted if you leave the distribution of your estate to the government.

Estate planning

That a will can be challenged is no excuse not to have one. Here’s why

That a will can be challenged is no excuse not to have one. Here’s why

Actually having a will is your first step to ensuring your money goes where you wish.

Written byChristine Seib

Lawyers are usually the only winners when it comes to family feuds over inheritances.

Creating a retirement plan

How much you need to boost your budget by for a comfy retirement in 2020

How much you need to boost your budget by for a comfy retirement in 2020

Aussies will need to increase their retirement budget in order to live more comfortably, according to new data.

Written byJocelyn Nickels

The Association of Superannuation Fund of Australia says retirees will need to spend more to live comfortably in retirement as cost of living soars. Source: Getty

From our community

‘The financial struggles we faced after going into retirement’

by Community Contributor