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Living annuities: Be careful, too much offshore exposure can hurt you

To minimise volatility within a living annuity a suitable amount of capital must always be retained in the currency that you live in.

Factors to consider before choosing a retirement village (part 2)

Apart from the investment risk, resale conditions, and the different levies, the following factors should also play a part in your final decision.

Mid-September economic report

Policy is expected to remain accommodative at the next Monetary Policy Committee meeting on September 23.

10 compelling reasons to review your will

As one of the most important documents a person will ever sign, a will deserves careful and regular attention.

The role of the Guardian’s Fund

The Guardian’s Fund serves, amongst other things, to protect and manage money inherited by minor children.

Do your offshore assets fall under your SA will?

It may not always be required to have a second will to administer your assets outside of South Africa.

Inflation vs disinflation debate

Regardless of whether you reside in the deflation or inflation camp, it is important to assess both sides of the debate.

Different types of wills and why you may need them

A look at what form the documents should take, who should help draft them, and what special considerations should be kept in mind when putting the documents together.

Is your will valid? Here’s a checklist

Checking the validity of this all-important document means paying careful attention to the detail.

Understand your most important asset – your retirement fund

Seven questions you need to ask to understand your fund better.

Discovery’s Human Factor Score increases significantly

Possible capital raise might be reducing Discovery's ability to deliver the growth implied in its share price.

Why you should continuously review your risk cover and agreements

Legal mistakes can cost you significant amounts of money in the future.

Approach retirement villages with caution (part 1)

Retirement villages come in various shapes and forms with varying costs, depending on ownership structure, location and services offered.

The role of long-term insurance through your lifetime

How various long-term insurance products can be used in each life stage to achieve optimal results.

August 2021 economic update

Federal Reserve Chairman Jerome Powell stressed that there was no hurry to increase interest rates.

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