Retirement planning

How to set yourself up for retirement

How to set yourself up for retirement

Being fed up with work is not a good enough reason to retire. It can lead to irrational decisions. You really need a clear picture of what you want your lifestyle to look like in retirement. Once you know what you want we can identify the cost and what you need to do to make it happen.

Ipswich Principal and Financial Planner Nat Webb has a special interest in setting people up for retirement. He loves to uncover financial opportunities and to see his clients achieve financial milestones. Here are some of his top tips.

 

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Retiring this year? 5 things to think about

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Retiring this year? 5 things to think about

Finally, it’s time to pull up stumps. You have worked hard and feel its time you spent more time doing things you enjoy rather than working. Retiring is a major life moment and it’s important that you have the right plans in place to make the most of this milestone. We have prepared a checklist of things to think about if you are retiring this year.

Why you should consider downsizing in retirement

Why you should consider downsizing in retirement

Retirement is often a catalyst for selling the family home and moving somewhere smaller. Changing needs, lifestyle and financial considerations all come into this decision. When deciding where to retire the cost of real estate is often a major factor and may provide an opportunity to put some extra cash in the retirement fund.

5 great places to retire to

5 great places to retire to

Deciding where you are going to retire to often comes down to affordability, climate preferences and access to healthcare. Often our clients also say they would like to be close to their children and grandchildren. While it can be tempting to follow your kids around, we know they can’t always be relied on to stay. Job transfers or other reasons may mean they move on and that can be disruptive in retirement. There are so many wonderful locations to choose from in our beautiful state so it shouldn’t be too hard to entice your family to visit, at the very least.

How long will my money last in retirement?

How long will my money last in retirement?

How long your money lasts in retirement depends on how you plan to spend it. Are you planning on SKI-ing – ‘spending the kids’ inheritance’, or do you want to leave a legacy? Once we understand your expectations we can work out if you are going to be able to make them happen or help you with a retirement plan to get there.

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