NZ Herald 20 July 2024
Q&As:
– Let’s get beneficiaries into KiwiSaver
– Tax issues when couple buy parents’ house and rent it to them
– How to find a good adviser
– 2 Q&As on the pluses of Lotto — and one minus
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
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?
NZ Herald 20 April 2024
Q&As:
– Don’t try to time markets…
– … Even if you’re being contrary
– 2 Q&As on money lessons for teens
– Bank PIEs and government guarantee
– No capital gains tax, but we do tax some gains
RNZ Radio 7 March 2024
How women and men invest differently — the good and bad
– Women run everyday money better
– But financial knowledge gap increases with age
– Retirement savings gap
– Women trade less — good!
– But women take too little risk
– Good news on parental leave and KiwiSaver
NZ Herald 17 February 2024
Q&As:
– How should terminal cancer patient handle her money?
– Tax ideas:
– Tax-free amount for low earners?
– Get rid of cash?
– Use GST only?
– Don’t forget brightline test
– Yes, you have plenty to retire on…
– … Superannuitant gets along fine on just NZ Super
NZ Herald 18 November 2023
Q&As:
– Tips for a 26-year-old on how saving for a home
– A 50% house price drop? 30% has happened
– Changes strengthen landlord argument
– Tough gifting rules for elderly care subsidy
– One way around the care subsidy rules?
– Divorce not the answer unless real
NZ Herald 11 November 2023
Q&As:
– Are house prices too high?
– Bank needs to improve KiwiSaver withdrawal options
– In residential care subsidy rules, do charity donations count?
– My mistake with gifting number
– 2 Q&As on care subsidy details
– Legal execs “are not secretaries”
NZ Herald 4 November 2023
Q&As:
– Best retirement investment — running?
– No, I’ve still not converted to market timing
– Which KiwiSaver providers have the best fund flexibility?
– More on lawyers and wills
– Care subsidy could be unfair on couples
– Warn the family they may not get the house
– Consider curbing your gifts in retirement
NZ Herald 28 October 2023
Q&As:
– How to help students while also motivating them
– What happens to someone’s KiwiSaver when they die
– DIY to avoid “exorbitant” legal fees?
– Elderly care rules tough on middle-income retirees