Financial Planning Archives | Page 3 of 4

Smart Tips to Balance Family and Finances!

By Katlego Mei, CFP ® The sandwich generation in South Africa faces unique financial challenges, balancing the responsibilities of supporting ageing parents and raising children. This dual burden can strain financial resources and complicate long-term planning. In this article, I discuss a few tips that can help you plan optimally to address the challenges that[...]

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Have you noticed a pattern in increased spending as your income increases? This subtle increase in spending is known as lifestyle creep, and it can quickly derail your financial progress. Alongside it, tax creep occurs when higher earnings push you into a higher tax bracket, leaving you with less[...]

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[...]

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[...]

By Jonathan Theunissen, CFP ® Investing on behalf of your children is a thoughtful and generous act that can enable future opportunities for them. It goes beyond simply setting aside money; it involves strategic planning and an understanding of the legal and financial landscapes. By starting early, you can take advantage of compounding growth, potentially[...]

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

Smart Tips to Balance Family and Finances!

How to manage lifestyle and tax creep

Crafting Your Financial Roadmap: The Key to a Lasting Legacy

Empowering Women: Overcoming Financial Challenges for a Secure Future

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

Investing on Behalf of Your Children

Taking a Long-Term View

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