NZ Herald 28 March 2009
Q&As: History tells us to hang in there with shares; NZ Super rise on its way.
NZ Herald 14 February 2009
Q&As: The possible perils of parents lending a mortgage to adult children; Tips on mortgage reduction from a mortgage broker; How mortgage borrowers could unite to force interest rates down; 2 Q&As on what happens to KiwiSaver money in retirement.
NZ Herald 6 December 2008
Q&As: Couple can afford to retire youngish, especially if they are willing to eat into their savings; Cash PIE not always a good substitute for a term deposit — but there’s another way to achieve reader’s goal using PIE tax advantages.
The Investor 16 September 2008
Retirement payments likely to make a comeback. Annuities — which are typically monthly payments to retired people, over and above NZ Super — may be on their way back onto the New Zealand scene.
NZ Herald 23 August 2008
Q&As: 64-year-old can’t believe how good KiwiSaver is for him; KiwiSaver providers give wrong info to a would-be investor; Retired man questions my advice about bonds.
NZ Herald 16 August 2008
Q&As: Advice on investment during retirement has worked for these readers; KiwiSaver contributions holidays will be easy to take; Reader dislikes last week’s answer on KiwiSaver fund performance.
NZ Herald 19 April 2008
Q&As: Monkey story a great yarn, but it’s not about the share market; Reader’s concerns about banks’ exposure to foreign exchange risk are unfounded; 61-year-old should think hard before selling her house and enjoying some of the proceeds; Man about to retire can still get plenty from KiwiSaver.
NZ Herald 10 March 2007
Q&As: Many elderly, and others, could benefit from rates postponement schemes; Why floating interest rates might be better — for home equity release schemes and ordinary mortgages; A not-so-dumb question about the $50,000 exemption for international tax changes, and a new source of info on the changes.
NZ Herald 3 March 2007
Q&As: Are home equity release (HER) schemes — which lend to retired people with homes but little income — a rip-off?; Sentinel defends its HER schemes, but they are still expensive compared with possible alternatives. Also: Seeking your questions about KiwiSaver.
NZ Herald 13 January 2007
Q&As: Options for a newly retired couple with $200,000 and no home include part-time work, buying a home with a flat attached, an interest-only mortgage and equity release; Two Q&As on which investments are affected by the new tax law on international shares, and how it will work for investors.