| Adam Montana

We talked before about the changing definition of retirement, and it’s exciting to look forward to all of the possibilities for our lives after we don’t have to spend all of our daylight hours at work. But there’s a problem: we’re not planning ahead for ...

Thinking, let alone, planning for the future can be a tricky endeavour for most people. Understandably so, it does require a certain level of personal and financial involvement. Contrary to popular belief, saving money for the future is far more ...

Many people believe that when you pass away you escape all taxes. Unfortunately, this is not the case.When a person dies, their nominated executor (the person responsible for dealing with the deceased’s assets and liabilities) must deal with any last tax ...

Many families are looking to ensure their children receive the best education possible (whether through the public or private system). As households continue to see the cost of living expenses rise, families are tending to focus on meeting immediate ...

Picture this ... You own a home and have a mortgage. You have 2 young children that attend Primary School. You become ill and are unable to work for 6 months. How will you make the mortgage repayments? Think about it this way. If you are unable to work ...

Most of us want the certainty of knowing where our superannuation benefits will go when we eventually pass away. You may be surprised to know that your super death benefit does not legally form part of your estate and therefore your Will does not control ...

Picture this...You own a home, and have a mortgage. You have 2 young children that attend Primary School. You have become ill, and become unable to work for 6 months. How will you make the mortgage repayments? Think about it this way. If you are unable ...

Mike (62) and Stacey (51) were married and lived in Sydney. Mike had two children, Steve and Fiona (38 and 36), from his previous marriage which ended when his first wife died. Stacey also had a daughter who had just completed high school. Mike was still ...