Inheritances

NZ Herald 18 May 2019

Q&As: Reader disagrees with my views on inheritances; KiwiSaver index funds, and performance of NZ share index; Choose risk level first, then go for low fees; A penny saved is better than a penny earned.

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RNZ Radio 2 May 2019

Insights from conference on retirement income. Conference run by Retirement Policy and Research Centre at University of Auckland, 26 April 2019. Speakers included Minister of Consumer Affairs Kris Faafoi. Broad aim: Smoothing lifetime consumption. What does that mean?; NZ Super: How poor are 65+ people? Can we afford Super in future?; Health in old age: Not all worrying; Decumulation (spending retirement savings): Help from government needed. Home ownership issues; NZ on world stage: What we do well.

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NZ Herald 25 February 2017

Q&As: Questions to ask before parents lend mortgage money to their children; Determined couple pay down big mortgage fast; Bank’s reluctance to extend credit card limit is surprising; Tax adviser thinks tax should have been mentioned last week.

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NZ Herald 28 March 2015

Q&As: ‘No’ on deductions but ‘yes’ on student loan for teen entrepreneur; Clarification on KiwiSaver fees for children; Doesn’t performance matter more than fees?; Give or lend to adult children when they need it, not when you die.

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NZ Herald 21 March 2015

Q&As: How to make KiwiSaver work well for children; Watch the fees particularly if you have a high KiwiSaver balance; Further help for last week’s provincial couple?; Worried about your kids’ inheritance? Bring them up well!

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NZ Herald 7 March 2015

Q&As: Some ideas better than others for those worried about bank deposits; Reader scares friends unnecessarily; How to even out loans to siblings in a will; “Only thing my girls are getting is an education”.

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