In times of uncertainty, investors with a plan should stick with the plan
Over the past few days as global politics create uncertainty and global share markets have responded, I thought it would be good to reflect on markets and provide some perspective on what is happening and as investors, what can or should we do about it, especially when it comes to our investments & KiwiSaver funds. . . .
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Financial Planning for Your Retirement
Planning for retirement is a crucial step toward ensuring financial security in your later years. A key part of this process is determining your “retirement number”—the amount of savings required to maintain your desired lifestyle. Understanding this number helps shape your savings strategy and investment decisions, guiding you toward a comfortable and secure retirement. . . .
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Why regular insurance reviews are essential: Keeping your coverage in sync with life’s changes
Life is full of changes – new homes, growing families, career advancements, and unexpected challenges. As your circumstances evolve, so do your insurance needs. However, many people forget to revisit their policies, leaving themselves vulnerable to coverage gaps or paying for unnecessary protection. Insurance isn’t a “set it and forget it” solution; your coverage should . . .
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