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73-Year-Old Widowed Retiree with R12 Million Life Cover: What Are My Options?
Life insurance plays a vital role in financial planning, offering protection and peace of mind for loved ones - but as circumstances change, a policy that once made sense can become a costly burden.


Is a million dollars enough to retire in SA?
To answer this question, we’ll explore the financial realities of retiring in South Africa, considering factors such as cost of living, exchange rates, and individual lifestyle choices.


The Final Countdown: Why the Last 10 Years Before Retirement Are Crucial
Most people think that retirement planning is about what you do at 65. In truth, it’s what you do in the decade before that determines whether you’ll retire with confidence or confusion.


Retiree Concerned Because Partner Knows Nothing About Money: Steps to Ensure Their Financial Security
Worried about how your spouse would cope financially if you weren’t around? This article shows you how to simplify your finances, create a solid estate plan, and find a trustworthy advisor - so you can protect your partner and gain peace of mind for the future.


From Debt to Wealth: A Step-by-Step Guide to Financial Freedom
Debt to freedom is possible—with a clear plan and steady effort. Here's how to start building wealth, step by step.


7 Financial Blunders Couples Make That Could Lead to Divorce
While love may bring couples together, managing money wisely is critical to maintaining harmony and building a secure future.


Choosing Between Living and Life Annuities: What Every South African Retiree Should Know
A key decision you'll face in retirement is choosing between a living annuity and a life (or guaranteed) annuity. Knowing how they differ, along with their advantages, disadvantages, and how they’ve changed over time, can help you make the right choice for your future.


The Psychology of Money: How Emotions Can Sabotage Your Financial Future
Money is rarely just about numbers. It’s deeply tied to emotions—fear, pride, greed, and even guilt. These emotions, while natural, can lead to impulsive or illogical decisions that sabotage financial well-being. Recognizing the role emotions play in your financial choices is crucial to avoid costly mistakes and achieve long-term success.


70 is the New 65: Why People Are Retiring Later
Today, more and more individuals are delaying retirement, with 70 quickly becoming the new 65. But why is this happening, and what does it mean for you?


How to Build a Crisis-Proof Investment Portfolio
The article offers a guide to building a crisis-proof investment portfolio by diversifying across asset classes, adding global exposure, focusing on quality investments, and maintaining liquidity. It also emphasizes inflation protection, regular rebalancing, minimizing costs, and staying disciplined with the help of a financial advisor to ensure long-term financial stability and growth.


The Truth About Private Equity Investments Are They Worth It
This article looks at the importance of understanding what private equity really entails and whether it’s suitable for your financial plan.


How to Spot an Investment Scam Before It’s Too Late
Investment scams have become increasingly sophisticated, here’s how to spot an investment scam before it’s too late.


The 10-Minute Financial Health Check Everyone Should Do At Least Once a Month
With just 10 minutes, you can assess your financial health, identify areas for improvement, and take action to set yourself on a better path


The Evolution of Financial Advice: What Proper Financial Planning Is and What It Is Not
Proper financial planning is about taking into account your goals, values, and entire financial picture.


Exposing Financial Myths That Are Draining Your Wallet
Let’s debunk some of the most common financial myths and uncover the truths that can help you take control of your finances.


Don’t Run Out of Money in Retirement: 7 Must-Know Strategies
Running out of money in retirement doesn’t have to be your reality. Here are 7 essential strategies to help secure your financial future.


Ready for Retirement? 5 Questions to Find Out
This article outlines five key questions to help you assess if you're prepared for a secure and fulfilling retirement.


Investment Trends You Can’t Ignore in 2025
As we begin 2025, the investment landscape is brimming with opportunities and challenges. Technological innovation, demographic shifts,...


Why Investing a Portion of Your Retirement Savings Offshore is Still a Good Idea
This limited share of the world economy underscores the importance of diversifying your investments across international markets.


The Canon in Your Retirement Arsenal: How Retirement Annuities Have Evolved
Things have changed dramatically since the early days of RA's, and today’s retirement annuities are a completely different story.
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The Big Retirement Question: Downsize or Stay Put?
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You’re Underspending in Retirement And What To Do About It
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