Resources & Recommendations for 60+ Year Olds

Recommended Reading:

Downsizing Made Simple

This is the updated version of the old edition, but it’s 100 pages longer and contains much more information.

This is such big and complex topic so one of the main goals Rachel Lane and I had when we wrote this book was to highlight the things people need to take advice on. It also links to the special calculators on the downsizing made simple website.

recommended Reading:

Retirement Made Simple

My Retirement Made Simple, is perfect for anyone aged 45 and over. Retirement is often touted as a worry-free time – but right now it’s not. People are living longer, government budgets are stretched, financial markets are volatile, and interest rates are moving up. On top of that, there are the challenges of understanding investor psychology – including your own – and avoiding scams.

A major facet of a fulfilling retirement is preparation: the sooner you start to plan, the better your retirement is likely to be. Yet so many people facing retirement don’t know what they don’t know. Retirement Made Simple is a gift that can pay great dividends.

recommended Reading:

Wills, Deaths & Taxes Made Simple

When someone passes away, settling their estate involves navigating complex legal, tax, and superannuation issues, along with potential family disputes.

This book simplifies these challenges, offering strategies for estate planning and problem prevention to ensure clarity, reduce conflicts, and preserve your legacy. It’s an essential guide for effective estate management, whether dealing with local or international assets and beneficiaries.

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