In this month’s newsletter, we take a lighthearted look at some of the parallels between retirement planning and marathon running. Our animation focuses on superannuation death benefits and beneficiary nominations. Personal events, such as marriage, divorce or having a child are important stages in life that often require a review of your personal insurances; we look at this in the context of the Future Insurability Benefit. We explore ways to help you identify surplus income with an assessment of household expenditure. Finally, we leave you with a video that highlights ‘the power of passion and perseverance’ when working towards your goals and objectives.
To reach the finish line of a marathon, you need preparation, flexibility and perseverance. In many ways, retirement planning can be quite similar, let’s consider some of the parallels between the two.
There are often times in our lives when we need to review our personal insurances and make changes to ensure that they continue to meet our needs. Here, we discuss the Future Insurability Benefit in relation to personal events.
Identifying and using surplus income can be helpful at any stage of life, whether that be during your wealth accumulation or retirement years. In this article, we look at household expenditure to identify areas where surplus income potential may be found.