4 mind hacks to help turn your finances around
Whether it’s our approach to saving and spending or our willingness to take on debt, psychology plays a big part in determining our...
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My Fortress - Articles
My Fortress
Jun 21, 2023
Is early retirement still possible in a high inflation environment?
As far as threats to your retirement go, high inflation can be one of the most worrisome. It erodes the purchasing power of your savings...
My Fortress
Jun 21, 2023
Are there any silver linings to the RBA's rate hike campaign?
The Reserve Bank of Australia has been lifting interest rates at a rapid pace, quickly undoing its pandemic-era cuts and pushing rates to...
My Fortress
Apr 26, 2023
Why knowing your retirement number can be the best antidote to FORO
If you’re feeling nervous about whether your retirement savings will last as long as you do, you’re not alone. The Fear Of Running Out...
My Fortress
Mar 30, 2023
8 signs your Will may need an update
Most people put a Will in place and breathe a sigh of relief. It can feel like a big weight off your shoulders, a satisfying tick off the...
My Fortress
Mar 30, 2023
Are you thinking about downsizing your home, relocating or both when you retire?
For many Australians, retirement may be an ideal time to downsize or relocate, or both, while freeing up a bit of extra money. Either...
My Fortress
Mar 30, 2023
How to stay resilient in uncertain times
There’s no denying that we’re living in interesting times. Unemployment is at historic lows in Australia and, off the back of a pandemic,...
My Fortress
Mar 30, 2023
Monitoring your risk level and rebalancing
It is important to revisit your investment mix against your risk profile and rebalance where needed. At My Fortress, we discuss this with...
My Fortress
Mar 28, 2023
5 things to check on with insurance through super
For many people, reviewing an insurance policy is right up there with tax returns or visits to the dentist. It’s not the most palatable...
My Fortress
Mar 23, 2023
Caught in the middle: a sandwich generation that keeps on giving
Tight knit families that care for and support each other can provide an abundance of happiness and fulfilment. And living close by, or...
My Fortress
Mar 16, 2023
The eligibility age for the downsizer contribution has changed. Do you qualify?
If you’re thinking about selling your family home and downsizing or moving elsewhere, you may be able to use some of the proceeds from...
My Fortress
Mar 7, 2023
How can I start a difficult conversation about money?
Talking about money with a loved one can be hard at the best of times. Money is the foundation of our financial security, and quite...
My Fortress
Jan 23, 2023
The commandments of wealth for retirees
Ignore the prophets of doom — they are always with us and usually wrong. Make sure your children have adequate insurance. It’s much more...
My Fortress
Jan 17, 2023
A review of the last two decades in investing
Investing, as is life itself, is as much about the journey as the destination – and it has been quite the journey since 2003. While past...
My Fortress
Jan 17, 2023
3 things you may not know about super
Most of us know that making extra super contributions can be a great way to accelerate our retirement savings and boost our income for...
My Fortress
Jan 17, 2023
Enduring lessons from smart investors
Managed funds vs Exchange-traded Funds The ‘Managed fund vs ETF’ conversation continues to play out through social media and online...
My Fortress
Jan 11, 2023
The slump in home prices continues
Home prices are continuing to plunge on the back of the fastest surge in interest rates since the early 1990s. So far national average...
My Fortress
Jan 11, 2023
The super 'death tax' you need to be aware of
You’ve worked hard to build up your super to one day reap the benefits. But if you pass away sooner than you expected, the remainder of...
My Fortress
Oct 10, 2022
Investors and recessions
A recession is often defined as two consecutive quarters of GDP contraction, and while there is indeed a more meaningful risk of...
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