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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RNZ Radio 13 April 2017

Why investing offshore is wise rather than risky: Applies to KiwiSaver and other investments; Much better diversification; Foreign exchange adds risk; Or does it?

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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 23 April 2016

Q&As: Smartshares are a good way to get into share investing…; …And they beat mortgage repayment for one reader; Who worries more, rich or poor retirees?; Retirement Commissioner seeks your thoughts.

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NZ Herald 9 April 2016

Q&As: New index will tell more about how 65-pluses spend; Was I dismissive to a reader last week?; Is diversification the main point in a high-yield share portfolio?; Original high-yield correspondent explains his strategy; Sharebroker info useful but don’t get into frequent trading.

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NZ Herald 26 March 2016

Q&As: Reader suggests an economist could explain unfair tax on term deposits and property investment; …And the economist does so; Shares work well for retiree; 3 ways another retiree could cut expenses; How to reduce the cost of a funeral; Debt-dodging daughter should attend a course.

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