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Finance

How to compile “My Estate Planning File” – 2021

Posted By Marilynh / 1 Comment

Now is the time to compile “My Estate Planning File”.  Make life a whole heap easier for your loved ones who will struggle in the event of an emergency or be grieving you at the time of your death.      Now is the time for estate planning.  Wouldn’t it be good to know that […]

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Nothing shocking about new retirement fund emigration rules

Posted By Admin Staff2 / 0 Comments

South Africans seem to live in constant fear of the government going after their savings. New tax rules for emigrants’ retirement funds is just the latest development to fuel this anxiety. Andre Tuck, Senior Investment Consultant at 10X Investments, has a close look at the new rules and finds there is nothing to get excited […]

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Latest re SASSA payment dates

Posted By Marilynh / 2 Comments

YEI contacted a SASSA Executive regarding the current SASSA payment dates which are a source of struggle and hardship for many pensioners who have to meet debit orders and payments.   We received the following response… “Unfortunately, it is not possible to revert the payment dates for grants for older persons to the 1st of every […]

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Old Mutual research probes impact of financial pressures on South Africans

Posted By Angela W / 0 Comments

Fascinating results revealed in this Old Mutual research including details on the sandwich generation financially supporting grandparents, children, grandchildren and other relatives     Millions of South Africans are feeling heightened financial pressures due to the Covid-19 pandemic and lockdown as well as the recent unrest that unfolded in some of our provinces, says Old […]

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