With additional years of retirement to fund, our investment choices will have to be less conservative with more exposure to growth assets. Bold, Liberty’s innovative living annuity, allows your post-retirement funds to benefit from market growth while limiting the market risks. |
The reality of longevity means that 50 is no longer a step away from retirement, but rather the start of the second part of our lives. Financial planner Phillip Kassel shares his experience of reaching the big “5-oh”. |
Liberty Legal Marketing Specialist Geraldine Macpherson looks at the implications of the Davis Tax Committee recommendations on your estate planning and why you need to keep them in mind when making investment and insurance decisions. |
We provide a few tips on how to limit financial damage over the festive season by putting together a spending plan. |
