Five Retirement Planning Traps To Avoid
Having a clear financial plan helps to alleviate worries about the future and promotes overall well-being.
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Financial Planning Advice
and Tips for Retirees
Jul 5
How to build your retirement plan (and why you need it)
It's important to build your plan and map out your time line.
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Jun 22
Expert Tips on Financial Planning & Smart Spending
In the financial industry, the traditional focus on frugality and and caution often overlooks the importance of personal happiness and value
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May 11
Avoiding Retirement Pitfalls: Protecting Your Pension Rights
Estate Planning Trap - Joint assets
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Mar 26
Why you should shift your savings to boost your experience spending – the opposite of the traditional mindset – go for memories over materialism and retire early
Traditionally, we forgo spending money today and defer enjoyment until the future, which is called “saving.” examples include boosting...
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Mar 1
Are there positive life experiences besides work? Achieve financial independence and retire early!
Since health declines and life is finite, we must optimise our time on earth. The answer to how you want to spend that time differs for...
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Nov 14, 2023
Tips to help you work best with your fiduciary financial advisor for retirement planning and wealth creation.
1. Be honest and upfront about your financial situation. Your advisor can only give you the best advice if they completely understand...
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Sep 25, 2023
What are the benefits of a financial planner advising under a corporate parent, in our case, FYG Planners Pty Ltd?
Fincial advice firms will be either licensed by a corporate group (e.g., a financial institution) or "Self-licensed" (holding their own...
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Sep 25, 2023
Why ownership structure matters - how this fiduciary financial advisor does it and the benefit for retirement planning and wealth management clients.
When choosing a financial planning practice, it is important to ask about the ownership structure and make sure that the practice is...
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