RETIREMENT PLANNING News & Analysis

Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this...

Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.

The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 

More Australians will be impacted by Div 296 and unrealised capital gains than you think.

Three things to consider when planning for an early retirement. 

Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?

4 steps to stretch your retirement savings. 

It’s common for people as they age to seek more help in running their SMSF if their capacity declines. An alternate director may be a great solution...

New research reveals undiagnosed cognitive decline can cost retirees tens of thousands of dollars through bad investments or financial scams.

Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will...