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 8 July 2024 Westmount Financial, Superannuation Superannuation Changes from 1 July 2024... Rick Maggi 8 July 2024 Westmount Financial, Superannuation Here are the superannuation changes you need to know about…
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 25 June 2024 Westmount Financial, Retirement Planning, Superannuation Retirement: The fear of running out... Rick Maggi 25 June 2024 Westmount Financial, Retirement Planning, Superannuation An interesting research report exposes the very real fear of ‘longevity risk’ in our community…
Rick Maggi 19 June 2024 Eurozone, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Investing, Election The rise of the far-right in Europe: implications for investors... Rick Maggi 19 June 2024 Eurozone, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Investing, Election Are last weeks European elections and the rising popularity of the far-right something you should be worried about?
Rick Maggi 10 June 2024 Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Retirement, Investing, Asset Allocation How much cash is too much? Rick Maggi 10 June 2024 Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Retirement, Investing, Asset Allocation What is a right amount of cash to hold, if there is such a thing?
Rick Maggi 3 June 2024 Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Strategy, Retirement, Market Risk, Market Wrap, Market/Economic Update Global markets - week in review Rick Maggi 3 June 2024 Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Strategy, Retirement, Market Risk, Market Wrap, Market/Economic Update Will there be a ‘Truss ‘ moment?
Rick Maggi 31 May 2024 US Elections, Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Stocks, Rick Maggi, Politics, Market/Economic Update, Market Wrap, Market Risk, Investing US Presidential Election: Implications for investors... Rick Maggi 31 May 2024 US Elections, Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Stocks, Rick Maggi, Politics, Market/Economic Update, Market Wrap, Market Risk, Investing An excellent summation from AMP’s Dr Shane Oliver…
Rick Maggi 28 May 2024 Economics, Market Wrap, Market/Economic Update, Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Retirement Investment & Economic Outlook Rick Maggi 28 May 2024 Economics, Market Wrap, Market/Economic Update, Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Retirement A region-by region economic outlook and latest forecasts for investment returns…
Rick Maggi 16 May 2024 Superannuation The super changes starting from 1 July 2024... Rick Maggi 16 May 2024 Superannuation The super changes on the way from the start of the 2024-25 financial year…
Rick Maggi 14 May 2024 EOFY, Superannuation, Taxation Your 30 June superannuation checklist... Rick Maggi 14 May 2024 EOFY, Superannuation, Taxation 5 easy ways to get more money into your super fund account before the end of the financial year…
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 7 May 2024 Taxation, Tax Deductions, Superannuation, Westmount Financial Tip #6: Government co-contribution eligibility... Rick Maggi 7 May 2024 Taxation, Tax Deductions, Superannuation, Westmount Financial Another EOFY superannuation tip to consider…
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 29 April 2024 EOFY, Superannuation Tip #3: Personal super contributions... Rick Maggi 29 April 2024 EOFY, Superannuation Claiming a tax deduction this year? Be mindful…
Rick Maggi 29 April 2024 Superannuation, Westmount Financial, Wealth Accumulation Tip #4: Are salary sacrifice strategies still effective? Rick Maggi 29 April 2024 Superannuation, Westmount Financial, Wealth Accumulation An EOFY tip on salary sacrificing into superannuation…
Rick Maggi 29 April 2024 Betashares, Market Wrap, Market/Economic Update, Wealth Accumulation, Superannuation, Retirement Global markets - week in review (29 April)... Rick Maggi 29 April 2024 Betashares, Market Wrap, Market/Economic Update, Wealth Accumulation, Superannuation, Retirement Today’s economic and market update from David Bassanese…
Rick Maggi 25 April 2024 Superannuation, Wealth Accumulation, Vanguard An investment bet that is hard to forget... Rick Maggi 25 April 2024 Superannuation, Wealth Accumulation, Vanguard Why billionaire active investor Warren Buffett is also an avid supporter of index funds…
Rick Maggi 24 April 2024 Superannuation, Tax Deductions, SMSF, Small Business, Salary Sacrfice, Pensions, Westmount Financial, Rick Maggi Tip #2: Understand your 'Total Superannuation Balance' (TSB).... Rick Maggi 24 April 2024 Superannuation, Tax Deductions, SMSF, Small Business, Salary Sacrfice, Pensions, Westmount Financial, Rick Maggi Sounds a little boring or obvious doesn’t it? But knowing your Total Superannuation Balance or ‘TSB’ will give you (and your Financial Advisor) a clear eligibility pathway to taking advantage of generous super concessions.
