Kierstin Erwin, WestPac Wealth Partners

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Key Considerations When Designing a Retirement Plan For many business owners today, retirement planning is important for both their own and their employees’ financial future

Did 2020 shake your financial confidence? You’re not alone. Whatever challenges you faced or are still facing, here are things you can do to get back on track.

Creating financial wellness with what you’ve got right now Did 2020 shake your financial confidence? You’re not alone.

How much could you receive from Social Security? Here’s what to expect.

Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even though your income is likely to decline.

Tax-efficient retirement strategies Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Are you looking to retire early, which means before age 65? Here’s some reliable advice on how to set yourself up for an early retirement.

Is it early retirement season? Are you looking to retire early? Here’s some reliable advice on how to set yourself up for an early retirement.

Hispanics had the biggest demographic growth in the 2020 Census, but Hispanic household wealth is not keeping pace. These 5 steps can boost retirement savings.

5 steps to grow retirement confidence in the Hispanic commun 5 Steps to Boost Hispanic Household Wealth

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Teen Drinking and Your Liability Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

With disability insurance, you can have greater confidence about your earning power and financial future. Learn the facts about disability insurance

Get the facts about disability insurance With disability insurance, you can have greater confidence about your earning power and financial future.

These strategies will help you save more and spend less.

Ways to turn spending into savings