“Money isn’t everything, but it’s right up there with oxygen.” Anon

For most people, the most important consideration when retiring is the money – but the secret is that money is a means to an end, not the end in itself … identify the end to ensure that the means can support it. Today, retirement planning centres around the plan you have for your life: consider what you need, that money can do for you.

Shortly after we retire, money becomes less of a priority … personal relationships and health tend to top the list.

The most careful budgeting exercise you can do is for your most precious resource of all – Time. Your life consists of many areas that are important, and while money is definitely a means to an end, you need to identify the end in order to ensure that the means can support it. You have 168 hours a week to fill – make them meaningful!

13 09, 2017

Financial planning gives you the freedom to dream

By |2017-09-26T08:23:44+00:00Sep 13, 2017|Money|0 Comments

Pat Blamire, CFP® and Retirement Specialist at Chartered Wealth Solutions

In a recent financial life planning […]

21 08, 2017

Talking and trusting: setting up a trust

By |2017-08-21T15:43:57+00:00Aug 21, 2017|Money|0 Comments

“Being honest and understanding – about ourselves and others – is everything when it comes […]

14 08, 2017

Participate in your aged parents financial planning

By |2017-08-18T13:15:31+00:00Aug 14, 2017|Money|0 Comments

When Mum, in her eighties, engaged a new advisor, we decided that it would be […]

14 08, 2017

The number one money argument among adult siblings

By |2017-11-06T08:02:31+00:00Aug 14, 2017|Money|0 Comments

Parents’ finances can lead to painful rifts among their children.  Richard Eisenberg, money editor for […]

14 08, 2017

Your views on inheritance to children

By |2017-08-18T15:31:38+00:00Aug 14, 2017|Money|0 Comments

Thank you to each person who responded to the article on leaving too big a […]

3 08, 2017

Retirement Planning for women … Different concerns and considerations?

By |2017-08-04T15:54:09+00:00Aug 3, 2017|Money|0 Comments

Bronwyn Seaborne of Business Day TV hosts Kim Potgieter, Director and Retirement Life Planner at […]

2 08, 2017

Implications of being your parents’ tax consultant and having Power of Attorney

By |2017-08-02T15:38:12+00:00Aug 2, 2017|Money|0 Comments

At eighty years, my father was still working, albeit from home. When he later […]

1 08, 2017

Effects of the proposed wealth tax in South Africa

By |2017-08-01T16:32:16+00:00Aug 1, 2017|Money|0 Comments

Wealth tax is a hotly debated topic, especially since South Africa’s taxpayers are already overburdened. […]

28 06, 2017

When a loved one can no longer manage her financial affairs

By |2017-06-28T16:06:25+00:00Jun 28, 2017|Money|1 Comment

When Sue’s planner noticed that Sue was becoming increasingly forgetful and tended to repeat herself […]

27 06, 2017

Minding your Ps and RAs

By |2017-06-27T16:13:26+00:00Jun 27, 2017|Money|0 Comments

So, you have been saving faithfully towards […]

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