BMG Financial Planning and Accounting Albury Wodonga

September 2018

Cycle and sentiment | Intestacy rules | Women and super | 50/30/20 rule | Renovating

In this month’s newsletter, we begin by discussing investment market cycles and investor sentiment. Our animation illustrates the implications of passing away intestate. For some women, it can be challenging to build up their retirement nest egg; we take an in-depth look at this. When it comes to budgeting, there are many rules of thumb; we explore the 50/30/20 budgeting rule. Lastly, with spring upon us, we leave you with a funny video on DIY renovation projects by Tim ‘The Tool Man’ Taylor and Al Borland.

Investment market cycles and investor sentiment

For some of us, there can often be a ‘behaviour gap’ between what we should do and what we actually do. In this article, we discuss investment market cycles and investor sentiment.

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Estate planning and passing away intestate

Having an appropriate estate plan in place prior to an event is a vital consideration for your family and loved ones. In this animation, we illustrate the implications of passing away intestate.

Launch Video

Bridging the gap: Women and super

When it comes to sources of income in retirement, superannuation plays a major role. However, for some women, it can be challenging to build up this retirement nest egg; we take a closer look.

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The 50/30/20 budgeting rule

There are many subtle rules that we live our lives by. In this article, we discuss the 50/30/20 budgeting rule, a rough guide of how much money should be allocated towards needs, wants and savings.

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DIY renovation project considerations

Contemplating a DIY renovation project? In this video, Tim ‘The Tool Man’ Taylor displays one of many important considerations when he challenges Al Borland to a renovation duel.

Launch Video