Rick Maggi CFP, Financial Advisor (Perth) 21 October 2024 Wealth Accumulation, Retirement 9 bad habits of ineffective investors... Rick Maggi CFP, Financial Advisor (Perth) 21 October 2024 Wealth Accumulation, Retirement Many of mistakes investors make are based on common sense rules of thumb that turn out to be wrong…
Rick Maggi 22 August 2024 Wealth Accumulation, Superannuation, Stocks, Shares Why super and growth assets really are long term investments... Rick Maggi 22 August 2024 Wealth Accumulation, Superannuation, Stocks, Shares Another excellent article from Dr Shane Oliver...
Rick Maggi 10 May 2024 Westmount Financial, Wealth Accumulation, Superannuation, Retirement Transitioning into retirement: What you should know... Rick Maggi 10 May 2024 Westmount Financial, Wealth Accumulation, Superannuation, Retirement Thinking about accessing your superannuation as you move closer to retirement?
Rick Maggi 5 May 2024 Superannuation, Fees, Westmount Financial Understand what you're paying in super fees... Rick Maggi 5 May 2024 Superannuation, Fees, Westmount Financial Paying lower super fees will ultimately add up to a higher retirment balance…
Rick Maggi 1 May 2024 Superannuation, Spouse contribution Tip #5: Spouse contribution offset... Rick Maggi 1 May 2024 Superannuation, Spouse contribution Another superannuation tip to consider…
Rick Maggi 23 February 2024 Market Wrap, Market/Economic Update, Wealth Accumulation, Westmount Financial, Superannuation, Retirement Investment and economic outlook (Feb 2024)... Rick Maggi 23 February 2024 Market Wrap, Market/Economic Update, Wealth Accumulation, Westmount Financial, Superannuation, Retirement Vanguard’s economic outlook (Australia and global)…
Rick Maggi 7 February 2024 Retirement, Pensions How to shift into pension mode... Rick Maggi 7 February 2024 Retirement, Pensions When and how you can access your super to start an account-based pension…
Rick Maggi 11 January 2024 Retirement 2024: A retirement planning checklist... Rick Maggi 11 January 2024 Retirement 2024 has arrived and with the new year now finally here you may be thinking about your retirement. Here are some points to consider to help you start planning…
Rick Maggi 1 January 2024 Retirement, Superannuation, Financial Advice, Financial Planning Picking your retirement point... Rick Maggi 1 January 2024 Retirement, Superannuation, Financial Advice, Financial Planning One of the hardest decisions for many people – excluding those who want to keep on working – is choosing when to stop…
Rick Maggi 20 November 2023 Market/Economic Update Stone-cold stunning (Market update: Monday, 20 Nov 2023) Rick Maggi 20 November 2023 Market/Economic Update This Monday’s market update from Betashares’ David Bassanese.
Rick Maggi 14 November 2023 Westmount Financial, Wealth Accumulation, Superannuation, Retirement How to pass the diversification test... Rick Maggi 14 November 2023 Westmount Financial, Wealth Accumulation, Superannuation, Retirement Why you shouldn’t put all your eggs in the one basket…
Rick Maggi 16 February 2023 Superannuation, Transfer Balance Cap Superannuation: What is the Transfer Balance Cap? Rick Maggi 16 February 2023 Superannuation, Transfer Balance Cap How does the Transfer Balance Cap work, and will it be going up?
Rick Maggi 14 February 2023 Risk, Retirement, Superannuation Should you be more conservative with your super as you approach retirement? Rick Maggi 14 February 2023 Risk, Retirement, Superannuation How should you approach investment risk as you approach retirement?
Rick Maggi 12 February 2023 Mortgage, Superannuation Mortgage or Super? Rick Maggi 12 February 2023 Mortgage, Superannuation Mortgage rates are now much higher, so is it still worth contributing to super, or paying off the mortgage?
