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Retirement

Home - Archive by category: Retirement

Benefits and Risks of Living Annuities and Life Annuities

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.[...]
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Navigating the Two-Pot Retirement System: Integrating It into Your Financial Plan

the two-pot system
Katlego Mei CFP® – Financial Planner We are halfway through the year, and the time is approaching when the two-pot system will become effective. The introduction of the two-pot retirement system on September 1, 2024, aims to provide retirement fund members with more control and flexibility over their retirement investments. This system allows you to[...]
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Balancing retirement and discretionary investments to achieve financial harmony

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner On the road to financial freedom, it is easy to become fixated on retirement savings, often at the expense of other valuable investment opportunities. While prioritising retirement funds is an important building block for long-term planning, relying solely on them can limit your financial flexibility and overall well-being. The[...]
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Invest For Growth When You Are Near Retirement.

By Warren Ingram, CFP® Co-founder of Galileo Capital. It is common for investors to think that they should reduce the risk of their investments as they approach retirement. The primary motivation is to protect the precious capital that investors have accumulated over their careers. Unfortunately, selecting the certainty provided by low-risk investments at retirement could[...]
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What’s Your Retirement Dream?

Retired couple enjoying financial freedom
By Jonathan Theunissen, CFP® – Financial Planner  Sixty-five is the age most associated with retirement, largely because it’s when Social Security payments in the US have historically begun paying out. When President Franklin D. Roosevelt signed the Social Security Act in 1935, the average life expectancy was only about 61 years. Over the course of the[...]
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