Tag: Alexander Forbes

As you approach retirement, one needs to decide the age you would like to retire at. More importantly, whether you can in fact retire with the available funds you have and if the income you will receive will sustain you for the rest of your life.

As the afterglow of the festive season fades, we turn our attention to planning for the next 12 months and beyond. This is a great time to reassess where we are in our journey to financial well-being.

Expected changes to the income tax laws in March 2019 will allow members who emigrate before they reach retirement date more flexibility to withdraw their retirement funds when they leave the country.

Your will is one of the most important documents on which you ever have to place your signature. It is your last wishes on earth and the document that determines how your assets should be divided, nominates an executor and trustee to take care of the division of the estate's assets and to handle the administration of any trust assets.

With the range of investment options available today, the choice of products investment products is overwhelming. Perhaps this is one reason that when it comes to household savings, South Africa does not fare well compared to global standards.

https://youtu.be/EDwGX6dX8Xw Lesiba Mothata | Executive Chief Economist | Alexander Forbes | http://www.alexanderforbes.co.za/ | READ MORE: Dealing with credit rating downgrades