Relationships

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I have inherited a living annuity. What now?

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Inheriting a living annuity often comes at a difficult time. You may be dealing with grief, family responsibilities, paperwork and important financial decisions all at once. It can feel overwhelming, especially when you are asked to choose what should happen to the money before you fully understand the consequences.[...]
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When Different Money Backgrounds Collide 

By Jonathan Theunissen, CFP ® Understanding the emotional side of finances and how couples can find common ground.  Money is never just about numbers. It’s about security, freedom, self-worth, and even identity. This is why, in many relationships, money can become a source of misunderstanding or conflict, especially when two people come from very different[...]
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