Organising Finances

2 Comments

I have been at work all day so nothing much to report on the home front.

However, we are currently working on a long-term financial plan as opposed to the day-to-day budget.  There is so much to consider – transition to retirement, salary sacrifice, superannuation options and so on.  We have sought professional guidance but the final decision is ours and we have to be comfortable that we have a workable and sustainable plan.

Retirement

Do you have a retirement strategy?  Or are you already retired from the workforce?

2 thoughts on “Organising Finances

  1. There needs to be a balance between planning and flexibility. We have some clear goals but are well aware that these could be changed if one of us were to lose our job or developed significant health problems. There is no reason to think that either of these scenarios are going to occur but you do need to be realistic.

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