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Life Insurance / General

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Endowments, used smartly, can create immense value

Endowments, used smartly, can create immense value

04 July 2014

If you are a higher income earner looking for an investment that will result in you paying less tax, while still following a growth investment strategy, and where maximum liquidity is not essential, then an endowment may just be the right investment option.

Life-stage financial mistakes to avoid, for the sake of your security

Life-stage financial mistakes to avoid, for the sake of your security

27 June 2014

South African households, with more limited incomes in the current highly inflationary environment, are nowadays caught between a deep desire to save the rock of saving for a comfortable retirement, and the hard place of leaving a legacy for their children.

Prepare for 30 years’ unemployment! – that’s the warning to top earners from Imara

Prepare for 30 years’ unemployment! – that’s the warning to top earners from Imara

24 June 2014

The penny has still not dropped for most middle-aged salary earners that the financial planning challenge they face boils down to timely preparation for 30 years of unemployment.

Positive changes for widows and orphans

Positive changes for widows and orphans

10 June 2014

Legislative and tax changes introduced this year will help to ease the plight of widows and orphans who lose a breadwinner.

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Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
Financial Services Laws General Amendment Act changes: Living Annuities and divorce

Financial Services Laws General Amendment Act changes: Living Annuities and divorce

06 June 2014
The link between lifestyle habits and claim experiences

The link between lifestyle habits and claim experiences

05 June 2014
Jointly owned bank accounts in the British Isles - pitfalls and planning strategies

Jointly owned bank accounts in the British Isles - pitfalls and planning strategies

29 May 2014
UK student loan repayment stats highlight similar SA issues

UK student loan repayment stats highlight similar SA issues

28 May 2014
Rule #1:  Life provides no guarantees

Rule #1: Life provides no guarantees

28 May 2014
Your dream sabbatical can happen – as long as you are financially prepared

Your dream sabbatical can happen – as long as you are financially prepared

21 May 2014
Mind the gap - the “underinsured” gap

Mind the gap - the “underinsured” gap

15 May 2014
Rethink your role of motherhood this Mother's Day

Rethink your role of motherhood this Mother's Day

08 May 2014