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The importance of estate planning in a retirement plan

The importance of estate planning in a retirement plan
20 September 2017 / Patrick Cairns
Don't neglect what will happen when you're no longer around.
How do I know what income I will get at retirement?

How do I know what income I will get at retirement?

Patrick Cairns / 28 August 2017
5
And if it will be enough?
How do I know if I’m financially ready to retire?

How do I know if I’m financially ready to retire?

Patrick Cairns / 24 July 2017
4
Don’t start by asking how much you have, but how much you are going to need.
Beware of tax traps when choosing a retirement solution

Beware of tax traps when choosing a retirement solution

Amanda Visser / 1 March 2017
12
Taxing matters.
Tax-efficient retirement savings

Tax-efficient retirement savings

Amanda Visser / 28 February 2017
4
Risks to consider when taking the voluntary savings route.
Little to no recovery from pension withdrawal

Little to no recovery from pension withdrawal

Amanda Visser / 27 February 2017
4
Increasingly mobile workforce cash in on pension savings.
Liberty Retire Well Masterclass – overview

Liberty Retire Well Masterclass – overview

Moneyweb / 7 December 2016
3
Highlights from the recent event.

SA hedge funds have done well over a short period

25 November 2016
1
When markets have pulled back, the average long-short hedge funds have pulled back 40% of what the JSE All Share has pulled back at: Murray Winckler.

Stick to your retirement plan, don’t deviate due to short-term volatility

25 November 2016
Time and again it’s been proven that if people time their portfolios, time a move…they get it wrong: Mark Lapedus.
Retirement planning: stay engaged, have the right mindset

Retirement planning: stay engaged, have the right mindset

24 November 2016
The retirement planning conundrum – we think it’s an ongoing mango approach needed: Craig Gradidge.

It’s a fantastic time to start investing, but phase in

24 November 2016
People living beyond their means get a big wakeup at retirement and have to scale down: Laurie Wiid, NFB.
Retirement savings: what to consider when changing jobs

Retirement savings: what to consider when changing jobs

Marcia Klein / 23 November 2016
When you sign on with a new employer, you need to understand what new benefits the new employer is offering.
Five must-knows for young people saving for retirement

Five must-knows for young people saving for retirement

Marcia Klein / 22 November 2016
2
Retirement saving is an important financial imperative.
Retirement planning: It’s about the process

Retirement planning: It’s about the process

Patrick Cairns / 21 November 2016
1
You have to be flexible.
Things to consider when drafting a will

Things to consider when drafting a will

Ingé Lamprecht / 18 November 2016
1
And common mistakes to avoid.

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