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RETIREES News & Analysis

Can you safely spend more early in retirement?
Retirement
Can you safely spend more early in retirement?
There’s little room for error.
John Rekenthaler, CFA | 28 November 2023
Webinar: Making the Most of Super
Investing
Webinar: Making the Most of Super
How much you want accumulated in your super at retirement will differ between individuals. But how do you decide on a super goal that’s right...
Morningstar.com.au | 04 July 2023
Focus on cashflow, not income in retirement
Video
Focus on cashflow, not income in retirement
Morningstar's Head of Institutional Portfolio Management and solutions, Jody Fitzgerald, discusses focusing on cashflow in retirement rather than...
Graham Hand | 08 November 2022
What I learned from my faux-retirement
Personal Finance
What I learned from my faux-retirement
A six-week break from work provides takeaways for retirement ,and the years that will come before.
Christine Benz | 18 July 2021
How much should you worry about inflation in retirement?
Retirement
How much should you worry about inflation in retirement?
Calculating your own inflation rate is better than using a blunt measure like CPI, writes Christine Benz.
Christine Benz | 30 March 2021
Retirement income-generating strategies - which is right for you?
Retirement
Retirement income-generating strategies - which is right for you?
We compare different strategies for generating cash flows, from pure total return to income-centric approaches to annuities.
Christine Benz | 16 March 2021
4 retirement blind spots
Retirement
4 retirement blind spots
These common trouble spots can catch retirees off guard (who don't plan for them).
Yan Barcelo | 02 March 2021
SMSFs and COVID: the biggest trends in 5 charts
Retirement
SMSFs and COVID: the biggest trends in 5 charts
Fewer funds are being set up and trustees are demanding more bang for their buck, a new survey shows.
Emma Rapaport | 25 August 2020
To pay or not? The dividends debate
Stocks
To pay or not? The dividends debate
Some companies say retirees need payouts more than ever, while others argue it’s not their job to provide welfare.
Nicki Bourlioufas | 17 August 2020
7 items your estate plan may have left out
Retirement
7 items your estate plan may have left out
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.
Christine Benz | 28 July 2020