Tag: investment planning

The Sandwich Generation

The changing nature of families is putting real pressure on middle aged adults who are having to support more than one generation. These are the members of the so-called sandwich generation. Increased longevity means that retirees are more likely to run out of money before the end of their life and turn to their offspring…..

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Build Wealth with Old-Time Money Values

Our forebears lived through hard times and, if they were alive today, would no doubt remark that we live in luxury by comparison. Despite their meagre household incomes and large families, by  and large they were able to provide the essentials of life for their families without handouts from the Government and without going broke……

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Apples and Oranges

There is a plethora of options available for investors wishing to place their money in a managed fund or portfolio. Differences in the way fees are charged and returns reported have made comparisons between funds akin to comparing apples with oranges. A simple approach for investors is to compare investment funds based on their most…..

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Get More Happiness for your Money

One of the world’s most successful investors, Warren Buffet, made a pledge in 2006 to give away 99% of his fortune during his lifetime or on his death. Since making this decision to give away his wealth, Buffet says he ‘couldn’t be happier’ and ‘the asset I most value, aside from health, is interesting, diverse,…..

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