Financial Topics for Review, Discussion & Comment in the Blog

Category: "Retirement Planning"

How Expense Ratios and Star Ratings Predict Success

  08/23/10 08:26, by Len, Categories: Personal Financial Management, Investment Management, Retirement Planning, Money Markets, Risk Management, Property Investment
Articles by Russel Kinnel in Morningstar Fund Spy About the Author: Russel Kinnel is Morningstar's director of mutual fund research. He is also the editor of Morningstar FundInvestor, a monthly newsletter dedicated to helping investors pick great… more »

Save Now for a Secure Future

  08/23/10 07:32, by Len, Categories: Budgeting, Retirement Planning, Saving
Source: Article by Gareth Stokes writing in the Mail & Guardian-online Summary: There are three contributors to national savings: households, companies and the government, but each saves for different reasons. Households save to meet future… more »

The secret behind why the rich get richer... and how YOU can too? Part 3

  07/06/10 10:22, by Len, Categories: Financial Management, Personal Financial Management, Investment Management, Retirement Planning, Risk Management, Saving, Happiness
Article by Gary Wilde: CEO Wilde Insights™ in Credit Health This is the last in a 3-part article written by Gary Wilde - behavioural specialist and turnaround expert. Enjoy. > About the Author: Gary is renowned for his ability to get to the root of… more »

The secret behind why the rich get richer... and how YOU can too? Part 2

  07/06/10 10:17, by Len, Categories: Announcements, Financial Management, Personal Financial Management, Investment Management, Retirement Planning, Risk Management, Saving, Happiness
Article by Gary Wilde: CEO Wilde Insights™ in Credit Health This month’s newsletter is the second in a 3-part article written by Gary Wilde - behavioural specialist and turnaround expert. Enjoy. > About the Author: Gary is renowned for his ability to… more »

The secret behind why the rich get richer... and how YOU can too? Part 1

  07/06/10 10:09, by Len, Categories: Announcements, Financial Management, Personal Financial Management, Investment Management, Retirement Planning, Happiness
Article by Gary Wilde: CEO Wilde Insights™ in Credit Health This month’s newsletter is the first in a 3-part article written by Gary Wilde - behavioural specialist and turnaround expert. Enjoy. > About the Author: Gary is renowned for his ability to… more »

Retirement Planning 101

  02/15/10 11:03, by Len, Categories: Personal Financial Management, Retirement Planning
Source: Article by Shirley Passanah — spice4life.com 'Retirement planning 101' first appeared on iafrica.com on 5 August 2008. It is the most read 'Personal Finance/Retirement' article of the past year. What reasons could there possibly be why you're… more »

SARS May Close Down Dividend Unit Trusts

  02/11/10 06:56, by Len, Categories: Personal Financial Management, Retirement Planning, Tax Optimisation, Risk Management
Source: Article by Leani Wessels - Fin24.com Johannesburg - The South African Revenue Service (Sars) may force some dividend income unit trusts to shut down. This is according to Investec Asset Management deputy MD Thabo Khojane, who told… more »

Smart Money Tips for Working Women

  02/07/10 16:18, by Len, Categories: Financial Management, Personal Financial Management, Budgeting, Debt Management, Investment Management, Retirement Planning, Saving
Source: Article by Zenoyise Madikwa of the Sowetan WOMEN have come a long way, but the odds are stacked against them when it comes to finances. Worse, many women view money and money-related tasks as necessary evils, not opportunities to even the odds.… more »

5 Things You Can Stop Worrying About

  01/14/10 06:35, by Len, Categories: Personal Financial Management, Retirement Planning, Health, Stress, Happiness
Source: Article in Men'sHealth by Steve Calechman And five others that should trouble you deeply 1. You’ll never find someone Why you shouldn’t worry: There are more women than men in the world, so chill out. And as you add birthdays, you add women… more »

Property: Make Picket Fences Part of your Portfolio

  01/12/10 08:12, by Len, Categories: Investment Management, Retirement Planning, Risk Management, Saving, Property Investment
Source: Article by Di Seccombe, senior tax consultant at BDO Spencer Steward As a woman your investment portfolio plays a vital role in establishing your financial independence and creating financial freedom in your later years. With everyone from your… more »

Following the Golden Goose or Creating a Golden Egg?

  01/12/10 08:06, by Len, Categories: Retirement Planning, Tax Optimisation
Source: Article by Allan Heynen, Director: BDO Spencer Steward With a plethora of retirement products and options to choose from, perhaps the most challenging aspect of planning for these critical years is recognising that your retirement package… more »

Avert Retirement Panic: Plan

  01/08/10 11:47, by Len, Categories: Personal Financial Management, Investment Management, Retirement Planning
Source: Article by Allan Heynen, director at BDO Spencer Steward Financial Services When you eventually walk out of your office or business at the age of 60 or 65, will you be financially ready for what lies ahead? Whether you're just starting your… more »
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