PREPARE. PLAN. LIVE.
Read the latest news in Transition Planning.
New research investigating the causes of ageing has provided new information about the major sources of continued mental and physical health and well-being in the later stages of life, and what we can do to improve these years for ourselves.
If the bulk of a family’s wealth is tied up in a family business, major complications can occur when it comes to providing an inheritance for the family members who are not involved in the business.
“How much do I need in retirement?” is probably the most commonly asked question for those aged 50+. You may even have asked this question of your own financial advisor – maybe more than once.
Most baby boomers say that they plan to retire within the next 10 years and yet only a small number have actually made any solid plans for their retirement.
When you think about your retirement, you probably have a vague picture in your mind of fishing (or maybe just lazing) on a white sandy beach somewhere, or maybe of you and your partner drinking champagne in France.
Founders of family businesses often consider establishing an interim management team to manage their family business if something unexpected happens and the founder is no longer able to manage the business.
When we retire, we look forward to a leading a more relaxed lifestyle with less responsibility and commitment than what was possible in our working life.
One of the most common mistakes retirees make when preparing their retirement budget, is underestimating their future medical requirements.
Looking for something fun to do with the grandkids in Brisbane? Here are some ideas to keep them (and you) entertained for hours.
Looking to get away and see something new? Be inspired by this list of top 5 holiday ideas for retirees.
As Australia’s baby bombers retire or move into retirement, business succession planning is becoming an increasingly important concern for small and medium-size businesses, including family businesses.
Imagine you are getting tired, not the tired at the end of a day, but tired of what you are doing and how you are living.
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