Rick Maggi 6 February 2025 Financial Planning, Pensions, Retirement, Retirement Planning, Superannuation, Transition to Retirement (TTR), Transfer Balance Cap Moving from super to pension... Rick Maggi 6 February 2025 Financial Planning, Pensions, Retirement, Retirement Planning, Superannuation, Transition to Retirement (TTR), Transfer Balance Cap A step by step guide to shifting your super to pension mode…
Rick Maggi CFP, Financial Advisor (Perth) 7 December 2024 Superannuation, Retirement, Retirement Planning Retirement: Is $70,000 a year enough? Rick Maggi CFP, Financial Advisor (Perth) 7 December 2024 Superannuation, Retirement, Retirement Planning Retirement is multi-dimensional and deserves deeper thinking…
Rick Maggi CFP, Financial Advisor (Perth) 24 November 2024 Aged Care, Retirement, Retirement Planning, Financial Advice Planning for your Aged Care future... Rick Maggi CFP, Financial Advisor (Perth) 24 November 2024 Aged Care, Retirement, Retirement Planning, Financial Advice It’s complicated and confronting, but planning for Aged Care deserves your attention…
Rick Maggi CFP, Financial Advisor (Perth) 19 November 2024 Wealth Accumulation, Superannuation, Stocks, Strategy, Retirement, Investing Trump 2.0: Market reaction so far... Rick Maggi CFP, Financial Advisor (Perth) 19 November 2024 Wealth Accumulation, Superannuation, Stocks, Strategy, Retirement, Investing The economic and financial environment today is more challenging today than 2017 was, so what could this mean to a second term Trump presidency?
Rick Maggi CFP, Financial Advisor (Perth) 5 November 2024 Interest Rates, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Retirement Planning, Investing Rates remain on hold... Rick Maggi CFP, Financial Advisor (Perth) 5 November 2024 Interest Rates, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Retirement Planning, Investing While some were disappointed, the writing was on the wall…
Rick Maggi CFP, Financial Advisor (Perth) 30 October 2024 Superannuation, Retirement, Retirement Planning The super 'nudge' we all need... Rick Maggi CFP, Financial Advisor (Perth) 30 October 2024 Superannuation, Retirement, Retirement Planning Making extra constributions can go a long way…
Rick Maggi CFP, Financial Advisor (Perth) 28 October 2024 Retirement, Retirement Planning, Rick Maggi Working longer or retiring earlier? Rick Maggi CFP, Financial Advisor (Perth) 28 October 2024 Retirement, Retirement Planning, Rick Maggi How and when Australians retire…
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 CFP, Financial Advisor (Perth) 16 October 2024 Westmount Financial, Well Being, Superannuation, Retirement, Aged Care Caregiving can have a retirement sting... Rick Maggi CFP, Financial Advisor (Perth) 16 October 2024 Westmount Financial, Well Being, Superannuation, Retirement, Aged Care Around 3 million Australians are unpaid caregivers. Most face a risk…
Rick Maggi CFP, Financial Advisor (Perth) 4 October 2024 Financial Advice, Financial Planning, Finding Financial Advisor, Westmount Financial, Wealth Accumulation, Trusted Advice, Superannuation, Retirement, Retirement Planning, Rick Maggi The value of financial advice... Rick Maggi CFP, Financial Advisor (Perth) 4 October 2024 Financial Advice, Financial Planning, Finding Financial Advisor, Westmount Financial, Wealth Accumulation, Trusted Advice, Superannuation, Retirement, Retirement Planning, Rick Maggi The FAAA’s latest research has shown that not only has trust in financial advisers hit record highs,..
Rick Maggi CFP, Financial Advisor (Perth) 3 October 2024 Centrelink/DVA, Centrelink, Age Pension, Retirement Weighing up the Age Pension and the assets test... Rick Maggi CFP, Financial Advisor (Perth) 3 October 2024 Centrelink/DVA, Centrelink, Age Pension, Retirement Why having less super isn't necessarily a financial sweet spot for retirees....
Rick Maggi CFP, Financial Advisor (Perth) 1 October 2024 Westmount Financial, Wealth Accumulation, Vanguard, Retirement How much cash is too much? Rick Maggi CFP, Financial Advisor (Perth) 1 October 2024 Westmount Financial, Wealth Accumulation, Vanguard, Retirement While cash is often viewed as a safe haven, it does have investment risks...
Rick Maggi CFP, Financial Advisor (Perth) 25 September 2024 Economics, Market Wrap, Wealth Accumulation, Vanguard, Superannuation, Retirement September economic outlook... Rick Maggi CFP, Financial Advisor (Perth) 25 September 2024 Economics, Market Wrap, Wealth Accumulation, Vanguard, Superannuation, Retirement Vanguard's latest forecasts for investment returns and iron-by-region economic outlook...
Rick Maggi CFP, Financial Advisor (Perth) 24 September 2024 Interest Rates, Retirement Planning, Retirement RBA holds cash rate... Rick Maggi CFP, Financial Advisor (Perth) 24 September 2024 Interest Rates, Retirement Planning, Retirement It's all about inflation...
Rick Maggi CFP, Financial Advisor (Perth) 23 September 2024 Aged Care, Retirement Aged care changes released... Rick Maggi CFP, Financial Advisor (Perth) 23 September 2024 Aged Care, Retirement The changes are a step forward in the right direction, but what will you need to pay?
Rick Maggi 15 September 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Retirement, Investing Watch the 2024 Vanguard Index Chart video... Rick Maggi 15 September 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Retirement, Investing See how a $10,000 investment into different assets would have grown over 30 years…
Rick Maggi 21 August 2024 Superannuation, Retirement A rear-vision roadmap to greater retirement heights... Rick Maggi 21 August 2024 Superannuation, Retirement Staying the course...
Rick Maggi 9 August 2024 Westmount Financial, Wealth Accumulation, Retirement, Retirement Planning 3 tips for building a good portfolio... Rick Maggi 9 August 2024 Westmount Financial, Wealth Accumulation, Retirement, Retirement Planning On a more positive note, here are some basic principles to help give investors the best chance of success…
Rick Maggi 2 July 2024 Westmount Financial, Wealth Accumulation, Superannuation, Shares, Rick Maggi, Retirement Planning, Retirement, Market/Economic Update Another strong year - but can this continue? Rick Maggi 2 July 2024 Westmount Financial, Wealth Accumulation, Superannuation, Shares, Rick Maggi, Retirement Planning, Retirement, Market/Economic Update 2023-24 saw strong investment returns - but can this continue much longer?
Rick Maggi 19 June 2024 Retirement, Retirement Planning Why you should have a retirement plan... Rick Maggi 19 June 2024 Retirement, Retirement Planning Interesting retirement insights from Vanguard’s latest research…
