Today we continue our topic is: "31 ways how you can improve your retirement planning – Part 2", or as I said before, any financial planning, regardless of your stage of life.
16. Be very sceptical of investment tax scheme
17. Understand Australian superannuation, tax and legal system
18. Sandwich family.
19. Do not withdraw from your retirement plan more than you need
20. Plan for your long-term care
21. Rebalance your portfolio
22. Check the performance annually
23. Check fees and charges of investments, super or pension.
24. Review charges and cover for insurance
25. Have a realistic expectation for retirement
26. Always include inflation in your retirement calculator
27. Age Pension is a bonus, not certainty
28. Utilise every single benefit from the government
29. Understand the importance of estate planning
30. Do not forget about Aged Care costs
31. Always, always work with professionals - accountant, lawyer, financial planner, mortgage broker - google is just not enough
Videos mentioned today:
31 ways how you can improve your retirement planning – Part1: [ Ссылка ]
11 steps to check your super statement:
Fees you pay in super:
Improve your super and reduce tax
EOFY - Zero Risk - 50% return
Wills, are they really necessary?
Wills, are they really necessary
Article listed today:
Aged Care Planning with ease: [ Ссылка ]
To download the book 12 PRINCIPLES OF INVESTING:
[ Ссылка ]
Contact details:
Katherine Isbrandt of About Retirement
Website: [ Ссылка ]
Email: hello@aboutretirement.com.au
Or connect with me:
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FSG: [ Ссылка ]
My Adviser Profile: [ Ссылка ]
#KatherineIsbrandt #AboutRetirement #ImproveRetirementPlanning
31 ways to improve Retirement Planning Part 2
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