What is Legacy Planning, and why is it important?
After lifetime of careful money management and wealth building, it’s sensible to plan for your later years and beyond so that your assets can be shared and enjoyed by those…
Estate Planning: getting your documents in order
Estate planning is a method of protecting the wealth you’ve built over your lifetime, by helping more of it be passed as a legacy rather than swallowed up by taxes…
How much money do you need to retire?
Short answer: it depends. Long answer: a lot of times it’s the amount of money we’ve saved and our lifestyle goals that truly determine when we can retire. The average…
Investing in your 50s and 60s
Three words: retirement is coming Your fifties are an important decade. You’re near enough to retirement to feel its hot breath on your neck. You are potentially in your peak…
Different ways to build your retirement income.
There are several different streams that make up retirement income. Remember, if you have any questions, we’re here to help. Give us a shout.
