FPIMyMoney123™

Our Latest News

Bunono
Posted by Bunono
23 May 2022

The purpose of an Estate Plan

The primary purpose of an estate plan is to help you examine your financial needs and assets to make sure that your heirs are provided for in the best possible...

View Article
Bunono
Posted by Bunono
23 May 2022

Taming the R45 BILLION of Unclaimed Retirement Fund Benefits

Part II of III:  The DAWN and DUSK of Unclaimed Retirement Fund Benefits   In part two we focus on how these unclaimed benefits have accumulated to such a large...

View Article
Bunono
Posted by Bunono
23 May 2022

Retirement planning and your life expectancy

Don’t get caught off guard by outliving your money because you thought you would never live to 80, 90 or 100! When planning for your retirement, it is essential to...

View Article
Bunono
Posted by Bunono
23 May 2022

Take the sting out of the needs

There are indications that interest rates will slowly increase over the next few years, while the fuel price continues to climb at a steady rate. These two increases will have...

View Article
Bunono
Posted by Bunono
23 May 2022

How to make it easier for your family to inherit, especially if they live overseas

The increased number of deaths as a result of COVID-19 resulted in estates taking a lot longer to be wound up.  This can cause frustration and financial hardship which can...

View Article
Bunono
Posted by Bunono
23 May 2022

It’s time to batten down the hatches, another storm is yonder

We are living in unusually uncertain times where most events are regarded as unprecedented. There is extensive volatility in politics, global (and local) economies, around climate change and many more....

View Article
Bunono
Posted by Bunono
23 May 2022

Important things to know about testamentary trusts

Quite often parents bequeath their assets at death to a trust drafted in the Last Will and Testament, known as a testamentary trust. Several benefits make a very compelling argument...

View Article
Bunono
Posted by Bunono
23 May 2022

Corporate Income Tax down to 27% but beware the limitation rules.

The dust of the February 2022 Budget Speech has long settled. I however have been up to my usual research and detective mode as I needed more clarity in terms...

View Article
Bunono
Posted by Bunono
19 May 2022

Dealing with Negative Self-Talk

If we are to focus on mental positivity this year, how do we banish or diminish the opposite side of the scale – negativity? Especially in a world currently in...

View Article
FPI mymoney123
Posted by FPI mymoney123
5 May 2022

25 steps for drafting a sure-fire Will

If you’re in the process of having your Will drafted or are busy updating your Will, you’ll want to ensure that your Will is accurate, precise, and not open to interpretation. Besides...

View Article
FPI mymoney123
Posted by FPI mymoney123
26 April 2022

Your Rights as a Financial Planning Client

Working with a financial planner can be an extremely rewarding and valuable experience for you and your family. If you’ve decided to work with a financial planner, it’s important to...

View Article
FPI mymoney123
Posted by FPI mymoney123
19 April 2022

A – Z of investing

Investment markets are large, complex, ever-fluctuating, and often difficult for the average investor to navigate. There are, however, global terms and phrases which all investors should know and understand. In...

View Article
FPI mymoney123
Posted by FPI mymoney123
30 March 2022

The importance of life insurance

Life insurance safeguards you and your family from financial uncertainty that comes with severe illness, disability, or death. What is Life cover Having life cover in place is important to...

View Article
FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Why you need to speak to a professional financial planner when you are getting divorced

Every year, around 25,000 divorces take place in South Africa. Divorce is a time of major change at all levels.  New homes need to be found, the mourning of the...

View Article
FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Blending solutions for an optimal retirement income

Ensuring a sustainable income that lasts throughout retirement is the main goal when selecting a retirement income solution.  Linda Blom, Business Development Manager at Glacier by Sanlam, unpacks what this...

View Article
FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Self-proclaimed social media gurus just one of the dangers facing DIY investors

By Theoniel McDonald, CFP® You could be excused for mistaking the past few years as the age of DIY investing. Nowadays just about everyone who strolls into our financial advice...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Taming the R45 BILLION of Unclaimed Retirement Fund Benefits

Part I of III:  Introduction to unclaimed retirement fund benefits by Carol Lenzi CFP®  An estimated R45 billion of unclaimed retirement fund benefits is sitting in just over 1250 retirement...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Topping-up could make all the difference

When I think of toppings I think of my favorite sweet topping on a perfectly brown baked waffle.  The picture is complete as I am feasting on this piece of...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

3 questions. Infinite possibilities

With every new start comes feelings of hope and new possibilities – a new year, a new city, a new job, a new relationship…we always tend to believe [or hope]...

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FPI mymoney123
Posted by FPI mymoney123
3 February 2022

8 reasons to set up a TFSA before the end of February 2022

As we move towards the end of the 2021/2022 tax year, focus invariably shifts towards the maximisation of tax benefits and savings in order to achieve optimal returns on one’s...

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FPIMyMoney123™

Our Latest News

Bunono
Posted by Bunono
23 May 2022

The purpose of an Estate Plan

The primary purpose of an estate plan is to help you examine your financial needs and assets to make sure that your heirs are provided for in the best possible...

View Article
Bunono
Posted by Bunono
23 May 2022

Taming the R45 BILLION of Unclaimed Retirement Fund Benefits

Part II of III:  The DAWN and DUSK of Unclaimed Retirement Fund Benefits   In part two we focus on how these unclaimed benefits have accumulated to such a large...

View Article
Bunono
Posted by Bunono
23 May 2022

Retirement planning and your life expectancy

Don’t get caught off guard by outliving your money because you thought you would never live to 80, 90 or 100! When planning for your retirement, it is essential to...

View Article
Bunono
Posted by Bunono
23 May 2022

Take the sting out of the needs

There are indications that interest rates will slowly increase over the next few years, while the fuel price continues to climb at a steady rate. These two increases will have...

View Article
Bunono
Posted by Bunono
23 May 2022

How to make it easier for your family to inherit, especially if they live overseas

The increased number of deaths as a result of COVID-19 resulted in estates taking a lot longer to be wound up.  This can cause frustration and financial hardship which can...

View Article
Bunono
Posted by Bunono
23 May 2022

It’s time to batten down the hatches, another storm is yonder

We are living in unusually uncertain times where most events are regarded as unprecedented. There is extensive volatility in politics, global (and local) economies, around climate change and many more....

View Article
Bunono
Posted by Bunono
23 May 2022

Important things to know about testamentary trusts

Quite often parents bequeath their assets at death to a trust drafted in the Last Will and Testament, known as a testamentary trust. Several benefits make a very compelling argument...

View Article
Bunono
Posted by Bunono
23 May 2022

Corporate Income Tax down to 27% but beware the limitation rules.

The dust of the February 2022 Budget Speech has long settled. I however have been up to my usual research and detective mode as I needed more clarity in terms...

View Article
Bunono
Posted by Bunono
19 May 2022

Dealing with Negative Self-Talk

If we are to focus on mental positivity this year, how do we banish or diminish the opposite side of the scale – negativity? Especially in a world currently in...

View Article
FPI mymoney123
Posted by FPI mymoney123
5 May 2022

25 steps for drafting a sure-fire Will

If you’re in the process of having your Will drafted or are busy updating your Will, you’ll want to ensure that your Will is accurate, precise, and not open to interpretation. Besides...

View Article
FPI mymoney123
Posted by FPI mymoney123
26 April 2022

Your Rights as a Financial Planning Client

Working with a financial planner can be an extremely rewarding and valuable experience for you and your family. If you’ve decided to work with a financial planner, it’s important to...

View Article
FPI mymoney123
Posted by FPI mymoney123
19 April 2022

A – Z of investing

Investment markets are large, complex, ever-fluctuating, and often difficult for the average investor to navigate. There are, however, global terms and phrases which all investors should know and understand. In...

View Article
FPI mymoney123
Posted by FPI mymoney123
30 March 2022

The importance of life insurance

Life insurance safeguards you and your family from financial uncertainty that comes with severe illness, disability, or death. What is Life cover Having life cover in place is important to...

View Article
FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Why you need to speak to a professional financial planner when you are getting divorced

Every year, around 25,000 divorces take place in South Africa. Divorce is a time of major change at all levels.  New homes need to be found, the mourning of the...

View Article
FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Blending solutions for an optimal retirement income

Ensuring a sustainable income that lasts throughout retirement is the main goal when selecting a retirement income solution.  Linda Blom, Business Development Manager at Glacier by Sanlam, unpacks what this...

View Article