by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
155 – MAKING YOUR RETIREMENT INVESTMENTS WORK FOR YOU Question I am concerned about the safety and security of our investments in South Africa. We do not intend emigrating but would like to ensure that we protect our assets. Answer Your problem is not unique....
by adminfwc | Nov 20, 2024 | Financial Planning, Investment, Retirement, Tax
157 – A LATE STARTER’S GUIDE TO RETIREMENT SAVINGS Question My father is in his 50s with no retirement savings whatsoever. He wants to retire in 10 years time. I know that he has left it a bit late and that he will probably not have a decent pension. What...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
158 – GETTING MORE BANG FOR YOUR BUCK WITH YOUR RETIREMENT MONIES Question I read with interest your recent article in the DM regarding retirement options. I retired 3 years ago and have the following retirement income sources: Invested Amount Monthly income...
by adminfwc | Nov 20, 2024 | Financial Planning, Investment, Retirement, Tax
161 – UPFRONT FEES PLUS COSTS MAKE FOR A BAD INVESTMENT Question I recently joined a company that has a group retirement annuity scheme. We all have our own retirement annuities, and the company pays the premiums with half of it coming off our income as a salary...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
164 – HOW TO BALANCE DIFFERENT NEEDS WHEN SETTING UP A RETIREMENT INCOME Question I have R3 million in retirement savings and am looking for an income of R25 000 a month. Should I pass away, I would like my wife to receive the same pension that I received. I...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
167 – LIFE ANNUITIES: A CRASH COURSE Question I have some questions about Life Annuities – the answer to which would probably be very helpful to other people considering the same decisions. Is it better to take a Life Annuity with a higher initial payout,...
