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When you own a business, estate planning becomes a bit more complicated. This extra complication is precisely the reason you should take care of your planning now, instead of putting it off for later “when you’ll have more time.” As any business owner ...
Something happens when you turn 40. Suddenly, retirement seems much closer than it did just a few months ago. It feels like it’s time to get serious, and it is. Most 40-year-olds have started saving for retirement, but many don’t know exactly how much ...
Estate planning ensures that your property and assets are passed on to your beneficiaries in a financially efficient way. One important component to estate planning is minimising the taxes that your beneficiaries will have to pay upon your death. ...
When you start to look into aged care for yourself or for a loved one, you might be surprised by the high costs. It’s not uncommon for people to assume that the government subsidies will cover most or all of their aged care costs, but unfortunately, this ...
Whether you’re just starting your career or you’re counting the few remaining years until retirement, it’s smart to put your retirement plan under the microscope and find out if you need to make any adjustments. Everyone hopes to have a long and happy ...
People often disregard estate planning as something for the wealthy, the old, and the financially successful. But the truth is that estate planning is for everyone, and it’s never too early to start. In fact, it's an important element of strategic ...
No two journeys toward retirement are the same. Some people start their careers right away, some spend many years in higher education, and some work sporadically throughout their lives. Some people marry, and some have children. Some people strive hard ...
Estate planning involves more than just writing a will. While wills are important - especially to people in their 30s and 40s with young children to consider - they’re not the only parts of estate planning to take care of. You don’t have to spend a lot ...