by Ultrafin Financial Services | 24 Feb 2016 | Blog, Financial Planning, retirement
Retirement reforms that come into effect on 1 March (T-Day) could hold several important benefits for South Africans. Combined with the tax-free savings account (TFSA) framework introduced last year by the SA government, the tax concessions they offer provide a good...
by Ultrafin Financial Services | 17 Apr 2015 | Blog, retirement
One of the most overlooked areas of retirement planning is estimating what health care costs could be in retirement, and including this in the calculation of income needs. Fidelity estimated that a 65-year-old married couple that retired in 2012 will incur an average...
by Ultrafin Financial Services | 16 Apr 2015 | Blog, retirement
The first question I ask clients when discussing their retirement plan is, ‘how much income do you need to maintain your current lifestyle in retirement?’ Not surprisingly, for the vast majority the answer is, “I don’t know,” or they’ve made an inaccurate...
by Ultrafin Financial Services | 10 Apr 2015 | Blog, Financial Planning, retirement
Everyone is worried about the future. No one can be sure of what it holds, especially when it comes to planning your retirement. While surfing on the internet I came across this helpful article on the Forbes website relating to planning your retirement for the...
by Ultrafin Financial Services | 2 Oct 2014 | Blog, retirement
How to Successfully Overcome Debt Overcoming debt is now considered to be one of the hottest topics when it comes to financial planning. In a world where individuals are struggling to find full time work, keep up with the escalating prices of items that are considered...
by Ultrafin Financial Services | 11 Sep 2014 | Blog, retirement
How early is too early for Retirement Planning? Financial planning for retirement is essential in allowing you to enjoy the rest that you deserve after a long career. Planning also ensures that you will be able to meet the costs of your basic needs and unplanned...
