Financial Planning for Retirement

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Business & Economics

10 Tips for Balancing Family, Finances and Freedom in Your Retirement

Summary

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68% Informative

James McFall is a certified financial planner ( CFP ) who is the founder, managing director and senior financial advisor of Yield Financial Planning .

He's helped hundreds of people plan and manage their finances, so they can live the life they want, both now and well into retirement.

More than one-third of employees in the private sector don’t have a retirement plan.

Tax structuring simply refers to how your assets are owned and what legal structure they sit in.

You're usually better off paying taxes now, so you won’t have to pay later when you’re on a more fixed income.

Downsizing can be a great way to free up cash, simplify your lifestyle and better align your living space with your retirement goals.

McFall said a good estate plan can help you: - Decide who gets what (and when) - Reduce tax for your beneficiaries - Avoid family disputes - Make sure your super and insurance go to the right people - Appoint someone you trust to make decisions if you can no longer.

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Informative language

Neutral language

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informal

Language

English

Language complexity

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not offensive

Hate speech

not hateful