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Retirement / Savings & Investments

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Simple mistakes TFSA investors continue to make

Simple mistakes TFSA investors continue to make

04 February 2025
Tax year-end countdown: Savvy strategies to boost your retirement savings and maximise tax benefits

Tax year-end countdown: Savvy strategies to boost your retirement savings and maximise tax benefits

04 February 2025

When considering your retirement planning journey, do you see the glass as half full or half empty? Many people focus on how retirement planning may reduce their current disposable income – a “glass half-empty” perspective. However, focusing on the benefits your future, retired self will reap from today’s informed investment decisions offers a “glass half-full” outlook.

Revving up your retirement endurance race

Revving up your retirement endurance race

03 February 2025

you think of your retirement savings journey as a Dakar, there’s a terrific way of improving your chances over the killer dunes, writes Pieter Albertyn, Head of Product Solutions at Momentum.

TFSA vs RA? A quick guide to choosing the right retirement investment products

TFSA vs RA? A quick guide to choosing the right retirement investment products

20 January 2025

TFSA or RA? Fresh off the beach or an overseas trip – you could be forgiven for having acronym fatigue. But considering your retirement planning as soon as possible while our new-year good intentions are still intact will set you in good stead.

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The strongest deterrent against FSP compliance missteps is or should be:

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Have you maximized your tax-free savings this financial year?

Have you maximized your tax-free savings this financial year?

15 January 2025
National Savings month: Mastering compound interest: everyone’s financial superpower

National Savings month: Mastering compound interest: everyone’s financial superpower

26 July 2024
July Savings Month highlights how Two Pot can improve SA retirement outcomes

July Savings Month highlights how Two Pot can improve SA retirement outcomes

18 July 2024
A double-digit rate and zero fees

A double-digit rate and zero fees

16 July 2024
Saving Culture Lauded as Liberty’s Stash App Achieves R1.5 Billion in Savings for South Africans

Saving Culture Lauded as Liberty’s Stash App Achieves R1.5 Billion in Savings for South Africans

03 July 2024
The Ultimate Power Couple: Saving and Investing

The Ultimate Power Couple: Saving and Investing

20 June 2024
What an emergency fund really is (and isn’t!)

What an emergency fund really is (and isn’t!)

09 May 2024
FNB sees a 21% growth in Tax-free savings accounts

FNB sees a 21% growth in Tax-free savings accounts

25 April 2024
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