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Financial Planning Advice
and Tips for Retirees


Why Sequence of Returns Risk Matters in Retirement
Even if your average investment return looks great on paper, the order in which those returns arrive can make or break your retirement income and nest egg.
2 days ago
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Pay Yourself First: A Simple Habit That Builds Wealth
In his book Money: Master the Game , Tony Robbins shares a powerful concept: set a savings target as a percentage of your income -...
Aug 1
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A Financial Freedom Story - Jeff & Lyn
Jeff and Lyn, a professional couple in their mid-50s, had done well financially but still felt uneasy about their future. Despite their...
Apr 11
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A Financial Freedom Story - Mark & Sarah
Mark and Sarah, both in their late 40s, had built a comfortable life. They had well-paying jobs, a lovely home, and a growing...
Mar 21
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A Financial Freedom Story- Emma & James
Emma and James were a young professional couple in their late 20s, living in a stylish apartment in Sydney’s inner west. Both had...
Mar 7
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Scott Pape's Take: Wealth vs. Health—Choose Financial FreedomÂ
How unbalanced is your wealth vs health scale, are you pushing yourself too hard for those extra dollars into your retirement nest-egg when
May 17, 2024
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Be wary of financial planners who only recommend in-house funds vs the fiduciary financial advisor approach.
This occurrence is likely to be higher among financial advisors whom large financial institutions, such as banks and superannuation...
Sep 25, 2023
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