Momentum Unisa Financial Wellness Insights |Education, empowerment & action
https://www.momentum.co.za/momentum/campaigns/general/science-of-success-2020/unisa-insights-education-empowerment-action
There’s a recipe for financial success. With the right financial education you can be empowered to take action and succeed at achieving your financial goals.
Retirement savings: divorced spouse’s rightful claim
https://www.moneyweb.co.za/financial-advisor-views/retirement-savings-divorced-spouses-rightful-claim/
A divorcee can lay a claim to a portion of their partner’s monthly pay-out from a living annuity.
Bank or insurance company: Which is best to preserve your provident fund?
https://www.moneyweb.co.za/qa/advisor-questions/bank-or-insurance-company-which-is-best-to-preserve-your-provident-fund/
The company is not as important as the financial planner who is going to manage your funds for you.
Rattan Risk & Investment Consultants
Buy additional years of pensionable service, or put money into an RA?
https://www.moneyweb.co.za/qa/advisor-questions/buy-additional-years-of-pensionable-service-or-put-money-into-an-ra/
And what are the pros and cons of both?
All-risk insurance | Personal items insurance | Momentum
https://www.momentum.co.za/momentum/personal/products/car-and-home/personal-belongings-insurance
Get an online quote to cover belongings you take outside your home in South Africa. Get cell phone insurance or cover portable possessions like your jewellery or bicycle.
[TOP STORY] Provident fund annuitisation (due March 1) explained
https://www.moneyweb.co.za/moneyweb-radio/moneyweb-now/top-story-provident-fund-annuitisation-due-march-1-explained/
‘People who have already emigrated through the SA Reserve Bank are able to access their funds’ – Faeeza Khan, senior specialist legal marketing at Liberty.
What is the tax benefit of an RA? – Maya on Money
https://mayaonmoney.co.za/2021/01/what-is-the-tax-benefit-of-an-ra/
A reader wonders about the tax implications of investing less in an RA, and more in offshore discretionary investments.
Calculating your estate duty
https://www.moneyweb.co.za/financial-advisor-views/calculating-your-estate-duty/
Estate duty taxes the transfer of wealth or assets from the deceased’s estate to the beneficiaries.
How a reduced income could affect your retirement fund
https://www.iol.co.za/personal-finance/retirement/how-a-reduced-income-could-affect-your-retirement-fund-25236ce9-62c8-4eb5-b7f4-e8325302ce93
Many South Africans have lost their jobs in 2020 and more still fortunate enough to be employed, face salary cuts or reduced hours of work, as companies and organisations try to survive a profoundly challenging economic year. … See more
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