NZ Herald 15 April 2023
25th anniversary of this column!
– Reflections on what we’ve looked at over the years
– Readers’ stories about how the column has helped them
NZ Herald 18 February 2023
Q&As:
– Share funds tend to perform better than DIY share investments
– Reader, 64, should keep working if that’s what it takes to keep her home
– A simple way to explain laddering term deposits to the bank
NZ Herald 11 February 2023
Q&As:
– Many ways to boost retirement savings in 10 years…
– … Also be in KiwiSaver, and consider reverse mortgage
– KiwiSaver government contribution when overseas
– No thank you to this unbelievable offer
– Bank changes coming soon — and one that’s not
NZ Herald 17 December 2022
Q&As:
– Is now a good time to trade up to a bigger house?
– How much will $1,000 grow in KiwiSaver over time?
– An update on the active v passive debate
– More KiwiSaver providers let over 65s withdraw from just one of their funds
RNZ Radio 15 December 2022
Worrying numbers about over 65s’ finances, and what might be done about it
– Stats on over 65s’ income and home ownership show decreasing trends
– What to do about it
– A KiwiSaver push for beneficiaries?
NZ Herald 10 December 2022
Q&As:
– Reader leaves marriage with $3 million – what to do with it?
– Widowed pensioner finds inheritance “very scary”
– Only some KiwiSaver providers offer this service for the retired
– 3 Q&As on investing versus reducing a mortgage
NZ Herald 26 November 2022
Q&As:
– Off the boat and on to a degree at 50
– Best place for 11-year-old’s inheritance
– Term deposits or cash funds for money to spend soon?
– Reader caught out by falling markets
Plus:
– Winners of Gift Book Giveaway
NZ Herald 19 November 2022
Q&As:
– Small savings safe in KiwiSaver — as long as …
– How to withdraw retirement savings set up in three tiers
– An example for a fairly risk-averse retiree
– What to use instead of a cheque in the Christmas card
– No, I haven’t been ripped off!
Plus:
– Enter the giveaway of my books for Christmas
NZ Herald 15 October 2022
Q&As:
– Does laddering term deposits work well in volatile markets
– Reader takes a wise longer-term view of share markets
– How some KiwiSaver providers use — and charge members for — financial advice
– Moving providers is ok in volatile markets — but ask adviser what’s in it for you
NZ Herald 1 October 2022
Q&As:
– How to invest while living a gypsy life — for saving for anything else
– Oops! Growth funds don’t work for short-term saving
– When your money really is goneburger
– How to pick which share platform to use
– Why 4 “good” shares are not performing well
– Worries over whisky