by Lacey | Jun 7, 2016 | Investing, Opinion, Planning, Superannuation
Ethical banking started in response to educated consumers wanting assurance that their money is not being used to cause damage. Like recycling, taking shorter showers and buying your food from the local farmers market, it’s another way you can personally contribute to...
by Fran | Feb 3, 2016 | FITR, Interviews & Personal Stories, Investing, Planning
By Fran White There’s Death and Taxes and then there’s Money – another certainty of life is that money will have an impact on it. We Baby Boomers will have to manage money for more years than any prior generation as we outlive old life expectancies, and this includes...
by Lacey | Dec 28, 2015 | Investing, Planning, Resources, Superannuation
When asked what books about finance I recommend, my response ten years ago was: The Richest Man in Babylon by George S. Clason Rich Dad, Poor Dad by Robert Kiyosaki They’re still my go-to books for self-education on finance and I haven’t seen anyone do better on those...
by Lacey | Sep 29, 2015 | FITR, Investing, Planning, Superannuation
By Lacey Filipich BEng(Hons) MAICD Cert Gov (NFP) When talking to people about their financial goals, a common question they seem to ask themselves (and me, and I assume their financial planner) is: How much money do I need to retire? It’s an interesting question, but...
by Lacey | Jul 30, 2015 | Investing, Planning, Property, Tax
By Lacey Filipich BEng(Hons) MAICD Cert Gov (NFP) Next year I’ll be clocking up my 20th as a submitter of tax returns. That’s twice as long as my relationship with the father of my children – a looooong time in my book. Over nearly two decades, I’ve seen the methods...
by Lacey | Jul 20, 2015 | Borrowing and Debt, Debt, Opinion, Planning
By Lacey Filipich BEng(Hons) MAICD Cert Gov (NFP) Ah, those little pieces of plastic. I dimly remember a time in my childhood when there was a paper system for credit cards that involved taking an imprint with what looked and sounded like a machine designed to take...