Waiting until you retire to start financial planning? This 55-year-old thought he had 10 years until he could leave corporate. Here’s exactly how he cut that time in half.
A free cover limit is the closest thing you get to a free lunch when it comes to employee benefits. Here’s what it means and why it matters if you just got promoted.
Leaving your current employer? If your corporate benefits have something called a “conversion” or “continuation” option, here’s why it’s a good idea to take it.
If you’re one of the many South African executives who never read their company benefits statements, here’s how to prevent a very expensive mistake.
Passing on wealth is about more than structures. True legacy comes from sharing the values, wisdom and confidence to manage it well.
When we build a financial plan, we naturally spend most of our time looking at the horizon.
There's a psychological trap that catches almost every successful person we meet: the moving finish line. Feel like you're constantly waiting for “someday” to enjoy what you've built? This is for you.
Have you ever thought about retiring TO something, not just from something? We spend our entire working lives focused on the mechanics of retirement.
When we sit down to discuss finances, the natural instinct—is to get straight to work. We want to be productive.
We spend a lot of time engineering our financial futures. But one of the most profound risks to a long-term financial plan has nothing to do with the stock market. It has to do with your health.
How are you feeling about your retirement plan? For many, this is a stress-filled question, leading them to avoid diving too deep! For others, they like to spend a lot of time looking at spreadsheets…
“If I had my way, I would write the word ‘insure’ over every door of every cottage and upon the blotting pad of every public man… because I am convinced that...
