Planning for retirement

NZ Herald 6 May 2017

Q&As: Index fund comparison inaccurate — and look how shares have grown!; Broke couple could share their house…; …or live on a boat; Beneficiaries entitled too; Paying for your rest home? Lucky you; Services for Seniors booklet tells all.

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NZ Herald 1 April 2017

Q&As: University probably the best route to a new start for woman; Credit cards not linked to mortgages; Clearing up info on Residential Care Subsidy and gifting; Do small gifts count when apply for that subsidy?

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NZ Herald 25 March 2017

Q&As: A good reason to have a high credit card limit; One reader fires his bank…; …While another is fiercely loyal; Why I prefer managed funds over shares for most; Rules about income for recipients of rest home subsidy.

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NZ Herald 18 March 2017

Q&As: Trusts may no longer enable well off elderly to get subsidy; Possible trap for parents giving money to adult children; What KiwiSaver rules would change when under National plan; Partial KiwiSaver tax credit in year you turn 65 — or 18; Good reasons for using a credit card.

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RNZ Radio 16 February 2017

KiwiSaver — heading into retirement and after you retire: What happens at retirement; 60–64 and not in KiwiSaver? Join!; What type of KiwiSaver fund?; Is a listener’s plan good?

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NZ Herald 5 November 2016

Q&As: In retirement planning, first work out how long you’re likely to live; Did angry reader actually read my last column?; Another columnist and I battle it out over active v passive funds; Sometimes leasehold property works out well.

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RNZ Radio 27 October 2016

Eating your house: Ways to make use of the value of your house in retirement — Comfort for struggling younger savers?; Sell and buy smaller, but…; Various ways to share your home with others; Getting a break on rates; Reverse mortgages a.k.a. home equity release — a good idea?; FOLLOW-UP from last week to listener’s question on how to buy shares.

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NZ Herald 6 August 2016

Q&As: Should couple sell Auckland rental now or keep it until retirement?; How to contribute something other than 3,4 or 8% to KiwiSaver; What happens when a KiwiSaver turns 65; ‘Good news’ letter a reminder to the young; Auckland too pricey? Try Dunedin; Update on KiwiSaver HomeStart grants.

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