Over the next two decades, an astounding $3.5 trillion is expected to be inherited. Will you be prepared for this wealth transfer? Both beneficiaries and benefactors will need to employ strategic planning to minimise tax implications and other potential problems.
If you are fortunate enough to have sufficient funds to settle your mortgage, you might instinctively opt for immediate repayment. However, it’s prudent to consider all your financial options. There are actually two good reasons not to pay off your home loan first.
Consistency is key when building healthy money habits for couples and forging a strong financial future together. At First Financial, we empower individuals and couples to retire on their terms. Here are some of our top tips.
What financial advice would you share with your 21-year-old self? As we age, we tend to get savvier about money matters. Sadly, revisiting the past is off the table, but we can pass on our financial wisdom to anyone on the brink of starting their first full-time job.
In retirement, will you savour life’s opportunities, travel and cherish moments with loved ones without regrets? Or will you meticulously safeguard every dollar for enduring financial security? It all boils down to the psychology of money.
Retirement is a highly personal milestone, and everyone envisions it differently. Regardless of your plans, the key question is… when? If you’re considering retiring before 67, you might be curious about the secrets to early retirement.
Marriage is a lot like a rollercoaster – fun and rewarding but also full of twists and the occasional head-scratching moment. If you’re building wealth together on this ride, you might be wondering about making contributions to your spouse’s superannuation.
Retirement – for small business owners, it’s the grand finale of your entrepreneurial journey. When orchestrated with financial finesse, your future self will surely offer a standing ovation. Here’s our guide to retirement planning for small business owners.
Unfortunately, in today’s tech-driven world, cyberattacks have become a common occurrence. News stories about data breaches at big brands have majorly distressed their clients. That’s why financial data security has never been more important.
Close your eyes and picture your retirement dreams: from gondolas in Venice to Bali’s waves and beautiful Viennese symphonies. If travel is in your vision, let’s discuss why it’s so crucial to protect your adventures with travel insurance for seniors.
