Are you starting to plan for retirement, transitioning into retirement or currently in retirement? Below we share all our tools, resources and insights to help you live your best possible life throughout retirement.
Recent data shows that Australia is facing the largest debt generation of approaching retirees.
Retire with confidence as we unveil the latest generation of income streams for a modern and secure retirement.
With costs, human vulnerability, the diagnosis of terminal illnesses, and grounds for disputes; securing aged care is a sensitive issue for a growing number of families Australia-wide.
Overcome your fears and retire with confidence
The thought of retirement is an enticing one for many of us. Imagine throwing off the shackles of the workforce and being able to do whatever you want, whenever you want. But why wait until you are retired to do the things you love?
In the wake of a health crisis and ongoing economic obstacles, it seems more Australian homeowners are looking for solutions that might help them navigate the challenging financial circumstances they face.
Let's take a look at how downsizer contributions can change your retirement outlook.
The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good.
Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.
The excitement of heading towards retirement and a new stage of life can be tinged with concern over how to manage finances. For many people, seniors’ concession cards are a good way to help make ends meet.
Retirement is a phase of life most of us look forward to. It’s a chance to pursue other interests, travel and maybe do some part-time work or volunteering.
Slow down your transition into retirement and enjoy a work-life balance. Consider these five key topics when planning for your retirement.
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families.
In response to record low-interest rates and volatile investment markets, the government has extended the temporary 50 per cent reduction in minimum pension drawdowns until 30 June 2023.
Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home.
When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. The system is complex, and decisions are often made in the midst of a health crisis.
What will happen to your superannuation following separation? How is superannuation division decided? How can you arrange to split super with your ex-partner? Find out more in this article.
It's a question that will run through all of our minds. How much superannuation do we need for a comfortable retirement? In this article we look at two types of retirement lifestyle: modest and comfortable, and how much singles and couples need.
Our mission is to help people achieve their goals and dreams - no matter which stage of life they are at. This is why we are proud to announce that Invest Blue now offers Retirement Living and Aged Care Planning services.
A guide to creating financial independence, from preparation, creating a passive income and living your dream retirement.
After spending your working life building retirement savings, you may be reluctant to eat into your “nest egg” too quickly. This is understandable, given that we are living longer than previous generations and may need to pay for aged care and health costs later in life.
Did you know over the last decade there has been a rise in Australians living and retiring solo? So, you’re not alone! Financially it can be harder for singles in retirement compared to couples, and many people do wonder how much does a single person need to retire?
In this month’s edition of Ask an Adviser, we interview our Financial Planner, Lazarus Papadopoulos to answer your top asked retirement questions on how you can plan to live your best possible life in retirement.
When planning for retirement, reviewing ways to manage and reduce your tax is integral to your financial strategy. After all, you want to ensure you’re maximising your hard-earned money and investments so you can be out living your best possible life.
Retirement is the time to live the life you have always dreamt about, and that dream can be different for everyone. We share some of our clients’ dreams and what steps you should implement now so you too can live your dream life in retirement.
The Australian dream of owning a home still stands strong. For many, home ownership forms part of their retirement plan and can even provide or build part of an income to live off once retired.
Considering that financial security is the number one life goal for Australians, there's no doubt that we would all like to be debt free no matter what stage of life we are in.
There are now more options and flexibility available within superannuation and retirement planning with recent changes to the superannuation work test age as set in the 2019 Federal Budget. From July 1st 2020 the superannuation work test age will be moved from 65 to 67 years of age, allowing more time for Australians to save for retirement.
The pros and cons of reducing superannuation or pension minimum drawdown rates
How much can too much, or too little caution cost you in the long run?
We’ve spent our whole lives working for this moment, the day start our new era of living in the golden days of retirement, but where does one choose to retire? We’ve done the research for you and have provided our top picks, taking into consideration investment and lifestyle.
Planning your retirement income isn't a straightforward task. It's challenging to know exactly how much you'll need for the bare basics and how much extra you'd like for travel and luxury items.
Here we share three client stories about enjoying life in retirement.
How do you prepare for a mentally healthy retirement? We explore the key areas you need to be aware of and show you where financial advice can help.
Planning for your retirement and identifying your ideal lifestyle can be a challenge, so we’ve put these five tips together to help you save. A financial planner can inspire you, help you with your super and put you on track to achieve your ideal retirement.
Getting ready for retirement? Make sure you'll be able to afford your ideal lifestyle.
Planning for retirement can seem like a monumental task at any age. As many as one in five Australians aren't thinking about their financial future past retirement. Creating a plan as early as possible is the best way to ensure you'll be looked after.
While nearly nine in 10 say they have a preference, less than five in 10 have discussed their wishes with their family. What about you?
Help them make the most of their twilight years
As you are approaching retirement or if you are already retired, it is very common for people to be worried about how much money they will need and if they have enough saved.
Take a look at how your super balance compares to others, how much you'll need for a comfortable retirement and what you can do to maximise your financial potential.
What lies ahead in your retirement? How flexible would you like your living situation to be? What options are available near family? What does your family want for you? What kind of lifestyle do you want?
Supported Living; retaining your independence as you grow older.
Our top picks for retirement locations and how much the average house will cost you.
5 financial strategies that will help you live the dream
Making the most of your golden years living healthy and happy.
Don’t let planning your golden years cause you unnecessary stress.
If you or a loved one is experiencing a loss of independence, you may be able to maintain a sense of control.
Understanding what you truly want out of retirement and making it happen
Feeling too small for your home and ready for a downsize?
How retirement trends are changing and how we are actually planning to 'retire'
The retirement you dream of is a possibility with the right planning.
Four ways to see how your retirement planning is going at 55
Planning for retirement involves calculating a budget to live comfortably and putting aside the necessary cash to achieve it. But are there other ways?
Aged care is a reality for many people in the country, but how do you avoid a bad nursing home in Australia and prepare for a different type of retirement?
Nearly half of the population are asking themselves 'how can I retire without debt in Australia?' according to recent research. Do you have a financial plan?
Been wondering where in Australia is best to retire? Check out some of these affordable retirement spots for each state.
The new financial year is a time for businesses to set goals for the next 12 months, but why not use this time to re-evaluate your personal finances?
Everything you need to know about volunteering in retirement
Avoid the first four stages of retirement grief and skip straight to acceptance
How much money you'll need will depend on a variety of things.
how can you cut costs when you decide to enjoy retirement by travelling across the world?
it's a simple process
it's a simple process
it's a simple process
it's a simple process
it's a simple process
it's a simple process
it's a simple process
it's a simple process
While the prospect of a longer life is great news, the rub is that we’ll need to find extra money to fund lengthier retirements.
