orangeblock

Retirement / Savings & Investments

Explore the Category

Debt, savings and retirement – the budget address we should be having with ourselves

Debt, savings and retirement – the budget address we should be having with ourselves

25 April 2022

Financial adviser from Momentum, Janine Horn, provides some perspective on how South Africans should approach debt, emergency savings and retirement.

Financial freedom – it’s about making the right choices

Financial freedom – it’s about making the right choices

06 April 2022

The term ‘financial freedom’ rolls off the tongue quite easily, but it is not necessarily as easy to define or to achieve in practice.

How to make the most of a TFSA: Stay invested for the long term

How to make the most of a TFSA: Stay invested for the long term

30 March 2022

The benefit of the Tax-Free Savings Account (TFSA) is best realised when staying invested for the long term to allow for capital appreciation to take place. The tax-free interest or return earned on the investment over time can then be re-invested to get you closer to your savings goal.

It’s never too late to start – how you can maximise on your tax-free savings account in the new financial year

It’s never too late to start – how you can maximise on your tax-free savings account in the new financial year

10 March 2022

The new tax year is now in full effect and even though contributions into a tax-free savings account (TFSA) for the previous financial year had to be done before the 28 February 2022, this does not mean you cannot start with good financial habits. Even though the government has not made any adjustments to the contribution limits into a TFSA this is still a good investment mechanism to encourage South Africans to get into a culture of saving.

quick poll
Question

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

Answer
Maximising your tax-free savings could be beneficial in your retirement years

Maximising your tax-free savings could be beneficial in your retirement years

09 March 2022
Decades of saving: Women should prioritise themselves

Decades of saving: Women should prioritise themselves

08 March 2022
Financial education: reaching people in the right ways

Financial education: reaching people in the right ways

28 February 2022
Five money lessons we can learn from the Tinder Swindler

Five money lessons we can learn from the Tinder Swindler

25 February 2022
How to make the 2022 budget work for you?

How to make the 2022 budget work for you?

25 February 2022
Getting the most out of your tax-free savings

Getting the most out of your tax-free savings

14 February 2022
How to Optimise your Tax Deduction with a Retirement Savings Vehicle

How to Optimise your Tax Deduction with a Retirement Savings Vehicle

10 February 2022
Be frugal this February by spending less and doing more

Be frugal this February by spending less and doing more

02 February 2022