by adminfwc | Nov 20, 2024 | Financial Planning, Life Cover, Medical
124 – Discussing the implications of dementia on your finances Question I am concerned that my mother is showing early signs of dementia. She has several rental properties that provide her with the bulk of her income and these need to be actively managed. Should...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning
125 – Let’s talk estate duty: how and where to save Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there anything that I...
by adminfwc | Nov 20, 2024 | Financial Planning, Investment, Retirement
126 – Exploring property investment and alternative income streams post-retirement Question I will be retiring soon and have an additional R2,000,000 to invest. A friend suggested that I buy a rental property with this money as it will give me a monthly income...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Life Cover
127 – Ensuring financial health for your spouse should you pass away Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Life Cover
128 – Using your RA as a vehicle to pay for your grandchild’s education Question I’ve been on pension for 10 years during which time I have consistently contributed 27.5% of my income to an existing retirement annuity. This has now grown to a...
