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Dec 9, 2024 | 
morningstar.com.au | Kaye Fallick
This article was provided by a third-party and the opinions expressed here are the author’s. Morningstar values diversity of thought and publishes a broad range of viewpoints. In July 2020, Michael Callaghan, Deborah Ralston and Carolyn Kay presented the final report of the Retirement Income Review.
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Nov 26, 2024 | 
smh.com.au | Kaye Fallick
By Kaye Fallick November 27, 2024 — 5.01am, register or subscribe to save articles for later. Add articles to your saved list and come back to them any time. Are you a procrastinator, struggling to find the time and motivation to get around to something that’s important? You’re not alone, especially when it comes to retirement income.
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Oct 31, 2024 | 
thenewdaily.com.au | Kaye Fallick
Using your 60th as a trigger to think about the wider aspects of retirement is important. Photo: GettyTransition-to-Retirement (TTR) DefinitionA Transition-to-Retirement strategy is a specific way of accessing your superannuation while you are still working. Providing you meet the conditions of release and have turned 60, you are now able to reduce working hours and top up your income from your super. How might you do this? It’s helpful to work with your fund to make this change.
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Oct 22, 2024 | 
firstlinks.com.au | James Gruber |John Abernethy |Kaye Fallick |Alan Kohler
Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get.
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Oct 22, 2024 | 
firstlinks.com.au | Noel Whittaker |John Abernethy |Kaye Fallick |Alan Kohler
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Sep 30, 2024 | 
thenewdaily.com.au | Kaye Fallick
What do you need to know as you approach 60? As with any other road, on the road to retirement some crossroads are tougher than others. That’s certainly the case when you approach 60. In this article, the third in the Road to Retirement series, we explore why now is the time to get active. But first, some context. What is the ‘typical’ financial scenario for those currently aged 50 to 60?
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Sep 1, 2024 | 
thenewdaily.com.au | Kaye Fallick
In this, the second article in the Road to Retirement series we tackle the challenges of making your money last as long as you do!It follows our first article, Reframing Retirement which encouraged you to dream big and design an exciting retirement – but one that’s based upon your realistic needs and means. Today we explore the key levers of retirement income and how they work together.
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Aug 20, 2024 | 
smh.com.au | Kaye Fallick
Nearly three-quarters of retirees aged 65 or over live in homes that they own, and given the current housing market shortages, most will feel grateful that they have secure accommodation. But there are many other aspects of homeownership in retirement that are frequently overlooked or misunderstood. Here are three things that many people may not fully appreciate about the massive upside of homeownership in retirement. 1. Your home is often your greatest source of wealth.
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Aug 20, 2024 | 
theage.com.au | Kaye Fallick
By Kaye Fallick August 20, 2024 — 2.23pm, register or subscribe to save articles for later. Save articles for laterAdd articles to your saved list and come back to them any time. Nearly three-quarters of retirees aged 65 or over live in homes that they own, and given the current housing market shortages, most will feel grateful that they have secure accommodation. But there are many other aspects of homeownership in retirement that are frequently overlooked or misunderstood.
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Aug 5, 2024 | 
thenewdaily.com.au | Kaye Fallick
What type of retirement will work best for you? If you’re currently aged 50-60, you’re probably still working hard, paying off a mortgage and maybe parenting feisty teenagers. Or you could be renting and trying hard to meet the twin challenges of cost of living increases and rising rents due to a shortage of housing. Whatever your situation, retirement may be the last thing on your mind. But the years have a habit of slipping away quickly and all too soon retirement decision making time arrives.
