Financial planning Archives | Page 4 of 6

Crafting Your Financial Roadmap: The Key to a Lasting Legacy

By Katlego Mei, CFP ® Last week, we celebrated Financial Planning Week. It got me thinking about the importance of having a financial plan and how it has impacted my life. I most certainly have peace of mind knowing that my wife and children will be financially secure should I die; I’ve also got a[...]

Empowering Women: Overcoming Financial Challenges for a Secure Future

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Women can face unique challenges when it comes to building their financial freedom. These challenges can affect their personal finances and investments, but by addressing them, women can take steps to improve their financial wellbeing and achieve their goals. Common Financial Challenges Many women take on the responsibility of[...]

Now that we are in a cycle of reducing inflation and consequently reducing interest rates, it is worth reviewing how inflation affects your retirement and what you can do to protect yourself from inflation in the future.

by Warren Ingram
Posted on October 1, 2024
in Investing, Money Management, Retirement

By Warren Ingram. CFP® Now that we are in a cycle of reducing inflation and consequently reducing interest rates, it is worth reviewing how inflation affects your retirement and what you can do to protect yourself from inflation in the future. How does inflation affect your retirement? When the cost of living increases rapidly, central[...]

Lasting Wealth: How to Stretch Your Retirement Savings

by Katlego Mei
Posted on September 25, 2024
in Budgeting, Financial planning, Retirement

by Katlego Mei, CFP® Making your retirement savings last longer is a concern for many retirees, especially in South Africa, where economic pressures can significantly impact financial stability. With careful planning and strategic management of your finances, you can enhance the longevity of your retirement savings. Here are several effective strategies to help you achieve[...]

Diminished Mental Capacity and Financial Planning

By Jonathan Theunissen, CFP ® As medical advancements continue to extend life expectancy, more individuals are living longer, increasing the prevalence of dementia and other forms of mental incapacity. This shift places significant emotional and financial pressure on families, who must navigate the complex process of safeguarding the financial well-being of their loved ones. Understanding[...]

by Katlego Mei, CFP® Getting married is a significant milestone that brings joy and excitement, but it also introduces new financial responsibilities and challenges. As a newlywed couple, it’s essential to establish a sound financial plan that aligns with your goals and values. Here are key considerations to guide you in creating a robust financial[...]

It's About Time in the Market, Not Timing the Market

Katlego Mei, CFP® As a financial planner, I often encounter clients who are anxious about market fluctuations and the potential for corrections. Recent sell-offs, like those we’ve experienced, can lead to a sense of urgency to time the market—buying low and selling high. However, the reality is that successful investing hinges more on the duration[...]

Essential Checklist for Reviewing Your Financial Plan

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner A well-crafted financial plan is a cornerstone of financial stability and future success. However, life is dynamic, and our financial needs and goals can change over time. A financial plan should therefore not be set in stone and should be adaptable. Regularly reviewing your financial plan ensures that it[...]

Benefits and Risks of Living Annuities and Life Annuities

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Retirement is a significant life transition that comes with many uncertainties and decisions. You need to consider your income needs, how you want to spend your time, and where you want to settle. Additionally, shifting from contributing to investments to drawing income from them requires a major mental adjustment.[...]

by Jonathan Theunissen
Posted on July 9, 2024
in Financial planning, Investing, Money Management

Jonathan Theunissen, CFP® – Financial Planner The Pitfalls of Short-Term Investment Tracking An interesting contrast exists in the world of investments: while property investors rarely fixate on annual valuations, many equity investors obsessively track their portfolio’s short-term performance. This behaviour is not only counterproductive but also misaligned with the fundamental principles of successful long-term investing.[...]

Financial planning

Crafting Your Financial Roadmap: The Key to a Lasting Legacy

Empowering Women: Overcoming Financial Challenges for a Secure Future

Inflation And Your Retirement

Lasting Wealth: How to Stretch Your Retirement Savings

Diminished Mental Capacity and Financial Planning

Financial Planning Tips for Newlyweds

It’s About Time in the Market, Not Timing the Market

Essential Checklist for Reviewing Your Financial Plan

Benefits and Risks of Living Annuities and Life Annuities

Taking a Long-Term View

About Galileo Capital

Search

Categories

Services

Contact Us

Financial planning

About Galileo Capital

Search

Categories

Stay informed with expert financial insights

By subscribing, you consent to receive direct marketing communications from Galileo Capital. You can unsubscribe at any time.