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Retirement Planning Archives - Ginsburg Financial Services
Increasing the foreign asset limits for Living Annuity and Endowment accounts
by Ginsburg | Apr 6, 2018 | Retirement Planning, Risk Planning
We are pleased to inform you that we have increased the total allocation that clients can invest in foreign assets within Living Annuity and Endowment accounts and have improved the way we manage foreign exposure in these accounts. This is effective today, 5 April 2018.
Banking on your business in retirement?
by Ginsburg | Feb 23, 2018 | Retirement Planning
Many business owners believe their business is their retirement. They invest all extra profits into the business with the intention of selling it somewhere in the future and retiring afterwards. Other business owners don’t plan to retire at all and want to keep working. Whichever category you fall into, says Kobus Engelbrecht, Marketing Head: Sanlam Business Market, you’re exposing yourself to risk.
Hoe oud belegger is speel ‘n groot rol
by Ginsburg | Jan 29, 2018 | Retirement Planning
’n Belegger wat pas afgetree het, sal sy geld anders Rapport het beleggingsadviseurs ge­vra hoe die ouderdom van ‘n belegger die besluit oor batetoewysing raak. Almal is dit eens daar is nie ‘n vaste resep waarvolgens beleggers in verskil­lende ouderdomsgroepe oor batetoe­wysing moet besluit nie.
Kyk na dié somme vir aftreegeld
by Ginsburg | Jan 16, 2018 | Retirement Planning
Jy het al die raad gehoor om die maksimum wat Jan Taks jou toelaat (27,5% van jou belasbare inkomste) In ‘n aftreefonds te spaar en dan, wanneer jy aftree, nie die derde wat jy kontant mag onttrek te onttrek nie. Danie Venter, ‘n gesertifiseerde finansiële beplanner en adviserende vennoot by Citadel, het ‘n paar somme gedoen en skryf dit maak vir middel- tot hoërinkomste-indivldue sin om ‘n bietjle anders te werk te gaan. Hier is sy slening – maar lees ook die aanmanings onderaan.
Enhance your Purchasing Power with a hard currency investment
by Ginsburg | May 11, 2017 | Budgets, Retirement Planning, Risk Planning
Delayed gratification is a common phrase used to describe the act of investing. The idea is that an investor sacrifice their need for some consumable now and rather invest the money so that they can purchase a better version, or more of the same product, at a later stage. Other than this people simply invest to build an asset which will hopefully cover some other future expense or liability.
Discovery Dollar Life Plan Limited Offer
by Ginsburg | May 11, 2017 | Budgets, Retirement Planning, Risk Planning
Offer your clients more by increasing the value of their rand. The R10.90/$1 Life Plan special offer allows clients to pay a guaranteed exchange rate of R10.90/$1 on their Dollar Life Plan for three years! Clients can pay a guaranteed exchange rate of R10.90/$1 on their Dollar Life Plan for three years, and if the exchange rate exceeds R18/$1, a 20% discount on the exchange rate will apply.
Changes to Discovery Card benefits
The National Health Insurance Bill
Join Vitality – Exciting special offer
Planning to be a parent?
Changes to Discovery Card benefits
The National Health Insurance Bill
Join Vitality – Exciting special offer
Planning to be a parent?
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