Tag: personal finance
How to Retire
What are the secrets to a healthy, happy, and wealthy retirement? To answer this, Christine Benz, longtime Morningstar columnist and podcaster, asked 20 retirement thought leaders for insights. Each expert shared a key lesson they believe contributes to success in retirement.
Promoting financial literacy and savings strengthens the economy
South Africa stands at a critical juncture, facing a confluence of challenges and opportunities that will shape its future. One of the greatest opportunities lies in retaining its young graduate professionals, who are a vital resource for driving the nation's growth and development.
Two-Pot system – impact on equities and retirement
The introduction of the two-pot system, together with possible interest rate cuts, decent momentum in wages and lower inflation, could boost consumer confidence and drive an increase in spending in the months ahead. This is expected to be positive for domestic retailers, particularly discretionary names (clothing and furniture mainly).
BOOK REVIEW | Your Ultimate Personal Finance Guide
The only personal finance book you will ever need! It is never too late, or too early, to become more intentional about your finances. Unexpected life events can severely expose the financial vulnerability of individuals and households who are ill-prepared.
BOOK REVIEW | No Worries
No Worries shows how anyone can live a stress-free financial life and build wealth for the long term. This is not about millions of tiny decisions that drain the joy from life, like skipping daily coffee to save a few bucks. And it’s not simply about having more money.
The importance of redefining private banking
For too long, private banking has been stuck in an outdated transactional mindset, focused solely on expediting daily banking needs for wealthy clients. True private banking needs go far beyond mere transactional prioritisation and convenience; it requires an understanding of the powerful emotions tied to an individual's finances and life goals and a fundamental shift towards a model that provides comprehensive value-adding advisory solutions.
BOOK REVIEW | Pathfinders
From “The Godfather of Financial Independence”, a follow-up to his international bestselling personal finance sensation The Simple Path to Wealth! Pathfinders brings together scores of amazing and insightful real-life stories from real people on the journey to financial independence, providing practical encouragement and inspiration for anyone who wants to join them.
BOOK REVIEW | Small Changes for Big Results
Sustainable change does not occur in one giant leap. We all make plans, set goals and enthusiastically imagine a better future. Unfortunately, most people never achieve their goals, whether they be personal or financial.
BOOK REVIEW | Rich AF
Your Rich BFF is here to reveal the secrets to financial success that the wealthy have been gatekeeping for generations. For too long finance has been male, pale, and stale and that's why Vivian Tu, ex- Wall Street Trader and now Your Rich BFF, is here to bust the myth of hard work and reveal the rules of the Rich.
Mind over money matters – taking steps to nurture a financial...
Like it or not, money lies at the very core of modern society. When considering financial wellbeing as the balance point between life hurdles or hardships and comfortable adjustment, the importance of money matters is apparent, explains psychologist Dr Erika Hitge.