by Ultrafin Financial Services | 4 Aug 2020 | Blog, Financial Adviser, Financial Planning, retirement
There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s...
by Ultrafin Financial Services | 14 Jan 2020 | Blog, retirement
A recent survey by Just Retirement Life found that more than 60% of the respondents have less than R1 million in retirement savings, but quite high expectations about the income they will be able to draw from it in retirement. The industry ‘rule of thumb’ holds that...
by Ultrafin Financial Services | 25 Mar 2019 | Blog, retirement
When you finally reach retirement age, you need to be in a position where you can afford to maintain a similar lifestyle which you have been accustomed to prior to retirement. The only way to achieve this is making sure you start planning and saving for retirement...
by Ultrafin Financial Services | 24 Oct 2018 | Blog, Financial Adviser, retirement
Women, on average, live five years longer than men. This means their retirement savings need to last them – on average – five years longer. Women are likely to spend more time in retirement, they need more retirement income than their male counterparts, and they need...
by Ultrafin Financial Services | 2 May 2017 | Blog, retirement
Beplanning vir ’n relatief stresvrye oudag is ’n voortdurende proses. Trouens, verstandige beleggingsbesluite raak net nog belangriker wanneer jou aftrede eindelik aanbreek. “Afgetredenes moet ’n duidelike strategie hê vir die belegging van hul geld op so ’n wyse dat...
by Ultrafin Financial Services | 5 May 2016 | Blog, retirement
February is a significant month – it’s the last opportunity you have to take advantage of any top-ups to your retirement fund and the National Budget is announced, which impacts how much tax you pay. There may also be changes announced which affect all areas of your...