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Advisers need to factor in???low-independence??? years in retirement costs
3+ week, 52+ min ago (579+ words) Biti said with longer life expectancy many pre-retirees underestimate what they will need to live comfortably into the more frail years and it is important that advisers start this conversation early in their planning. “Whatever clients expect their retirement to…...
Now is the time to review your insurance
3+ mon, 2+ week ago (518+ words) However, Glen Mesch, head of advice and growth at Integro Private Wealth, said certain things should also prompt an earlier look, such as a job change, a change of debt level, children becoming financially independent, marriage or divorce, a growing…...
Get contributions in before ‘death knell’ of 30 June
5+ mon, 2+ week ago (440+ words) Peter Johnson, director, Advisers Digest Peter Johnson, director of Advisers Digest, said trustees and SMSF members should be reminded that making a contribution on the “death knell” of 30 June could risk it being counted toward the following financial year. Johnson…...