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16 November 2024
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Moving to a retirement village is a major event in an elderly person's life. The contract should not be treated casually as the retirement village will impose conditions which the retiree and family should understand.
When choosing where to live in retirement, understanding the features and financial arrangements of each option is the best way to avoid those common regrets. But sort it out before making the move.
Options for retirement living not only come in different shapes and sizes in a physical sense, but legally and financially too (which can affect government assistance). There are also varying degrees of care.
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.