NZ Investment Planning: How to Invest A Lump Sum in Your 50s

Losing a partner is devastating. Then on top of the grief, there’s paperwork, big life changes, and financial decisions that feel urgent and overwhelming.

In this episode of Ask the Experts, we’re answering a listener question from a woman in her early 50s who recently lost her husband. They had just finished putting their kids through school and were about to ramp up retirement savings. Instead, she’s now navigating life solo, with a $500,000 lump sum from a payout and the sale of the family home.

Will White from Heartland Bank i...