NZ Herald 5 August 2017
Q&As: Easy rule of thumb on how much you’ll need in retirement; KiwiSaver solution for Downs syndrome son; Reader unsuccessful at opting out of KiwiSaver; Different types of fees-only financial advisers.
NZ Herald 24 June 2017
Q&As: Some spend too much on fun, but some spend too little; What to do if employer won’t contribute to KiwiSaver; 2 readers ‘self-insure’ for health insurance; Reader glad he had check-up before dropping health insurance; Another way to keep down health insurance costs; How have you done in KiwiSaver?; Win a seminar ticket.
NZ Herald 17 June 2017
Q&As: Should retirees stop their health insurance?; 2 reasons why students should participate in KiwiSaver; My maths was OK!; Reader suggests doing a trial run on retirement budgeting; Retired couple doing fine on $600,000; More research needed on changing NZ Super age.
NZ Herald 10 June 2017
Q&As: Don’t miss KiwiSaver tax credits — and why kids do miss out; How to calculate tax credits for new KiwiSavers and those turning 18 or 65; Savings goal from adviser looks too high; Please email to say how well you’re doing in KiwiSaver.
NZ Herald 3 June 2017
Q&As: Is mortgage interest as ‘dead’ as rent?; $1 million needed in retirement, says reader…; …But here’s how you can do well with half that.
NZ Herald 27 May 2017
Q&As: Million-dollar savings goals do more harm than good; Retirement expectations rise and so should saving; Don’t like one housing forecast? Here are some more; Several NZ passive fund providers.
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.
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?
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.
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.