by adminfwc | Dec 2, 2024 | Financial Planning, Investment, Tax
188 – Finding the right annuity for you takes thought Question I recently heard someone talking about a with profit annuity. I only know about living annuities and guaranteed life annuities. How does a with-profit annuity fit into the picture? Answer A with-profit...
by adminfwc | Dec 2, 2024 | Financial Planning, Investment, Retrenchment, Uncategorized
187 – What to do if you get retrenched Question I have just been retrenched and I’m feeling quite overwhelmed by all the decisions that I need to make. Do you have any suggestions on what the big pitfalls are and how to avoid them. Answer Getting retrenched is...
by adminfwc | Dec 2, 2024 | Business, Financial Planning, Investment
185 – To quell chaos, your business needs its own will Question I recently heard someone talking about a will for a business. How does this work? Answer A will for a business documents what should happen to your interest in a business should you pass away. This is...
by adminfwc | Dec 2, 2024 | Financial Planning, Investment, Offshore
183 – Measures to take to ensure that your offshore assets are protected Question A friend’s husband passed away earlier this year, and the executor says it will take at least three years for his estate to be wound up because he owns shares in America and the UK. This...
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, 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...
