Archive

NZ Herald 15 June 2024

Q&As:
– Don’t watch your KiwiSaver closely
– KiwiSaver government money when you move provider…
– … And when you turn 65
– When term deposit beats mortgage paydown
– Gifts to grandkids could lead to trouble later

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RNZ Radio 13 June 2024

“Ethical” investing

A report on Mindful Money conference:
– What is ethical investing?
– Becoming more mainstream
– Barriers to KiwiSaver involvement
– Funds investing in residential property
– Award-winning funds

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NZ Herald 8 June 2024

Q&As:
– What to do with money for the grandkids
– Are these KiwiSaver ads legit?
– Tax on KiwiSaver employee contributions
– Keep paying extra off mortgage when redundancy looms?

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NZ Herald 1 June 2024

Q&As:
– Don’t give up on KiwiSaver
– Readers’ tips on keeping costs down
– Get teen support in hard times
– A doctor’s view on health insurance
– When health cover let reader down
– Summing up health insurance
– One couple’s retirement costs…
– … But it’s tougher for another couple
– More on retirement in Cambodia

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RNZ Radio 30 May 2024

Buying a first home — after loss of KiwiSaver grant
– But first: a comment on Budget tax cuts — try to save that money!
– KiwiSaver still best for first home saving — despite loss of grant.
– Other help with buying first home…
– … Or rent long-term, while saving hard.
– Where to invest your long-term savings?

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NZ Herald 25 May 2024

Q&As:
– Worried about losing your job?
– Retirement costs in New Zealand…
– … or you could move overseas
– Better uses of credit card rewards
– Alternative to health insurance?
– Public v private health care

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NZ Herald 18 May 2024

Q&As:
– Consider dropping life insurance when you are older…
– … But don’t drop health insurance!
– 2 readers manage fine in retirement without huge savings
– The big worry with reverse mortgages
– Readers’ kind letters

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RNZ Radio 16 May 2024

Insights from conference on financial capability:
– Behavioural scientist’s tips on goal setting, importance of framing, watch those one-time expenses!
– Mostly positive comments from experts
– How one Porirua East project is doing great work

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NZ Herald 11 May 2024

Q&As:
– How much do you need for retirement? …
– … One reader is happy with not much
– Borrowing versus KiwiSaver hardship withdrawal
– Tax when bullion or crypto is inherited
– How capital gains tax could handle expenses
– Do I know enough to write this column?

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NZ Herald 4 May 2024

Q&As:
– New graduate gets help with budgeting and saving
– How to cope with never-ending bills
– Correction on last column: Tax cuts not yet finalized
– Transition year coming for tax
– Argument for no tax on crypto and gold
– Reader unhappy about capital gains tax ideas
Plus:
– Mary talking in New Plymouth

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