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Finance

In the YEI Finance page, you can expect to find a broad range of relevant, on-point, informative articles written by financial, wealth, wills, estates subject matter experts and specialists in their industry. You will also find YEI articles, often with a view from subject matter experts. These articles are specifically geared at 60-plussers – retirees, people who may be planning to retire, 60-plussers who are working beyond the retirement age, baby boomers, and pensioners.

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Finance

Your favourite Tax Guide for seniors is back – 2024-2025

The tax year 2024 has just ended and the 2025 year budget has brought no…
March 18, 2024
capital investments
Finance

Opportunity Private Capital

Opportunity Private Capital is an 18-year-old boutique investment company that has been operating since 2006.…
March 2, 2024
Cambial
Finance

Is the TFSA a waste of time?

No, the TFSA, is the best investment you can make as a South African, if…
February 16, 2024
JustSA retirement
Finance

Firm up your financial future in 2024

If you are approaching retirement, we hope you consider using some quality time with family…
January 18, 2024
water financial home equity
Finance

What is Home Equity Release?

As individuals approach retirement, ensuring financial security becomes a paramount concern. According to a recent…
January 18, 2024
wills and testaments
FinanceLifestyle

Securing Your Legacy: The Vital Importance of Having a Will for Individuals Over 60

  Life is a journey filled with experiences, accomplishments, and relationships that shape who we…
September 9, 2023
protect your appliances with momentum
Finance

Protect your appliances and other valuable possessions from loss or damage with Momentum Insure

Do you remember the last time your lights dimmed? Or when the small appliances in…
August 5, 2023
retired couple round the pool
Finance

Your home is a retirement asset

We recently had two clients complete a full cycle with us, borrowing and settling their…
August 4, 2023
JustSA
FinanceLifestyle

Financial wellbeing: What is important to you in retirement, and what can you do about it?

The recent You’ve Earned It Retirement/Financial planning survey confirms that one of the most important…
July 11, 2023
10x investments
Finance

Invest with No Fees, No Drama, Just Results

South Africa is currently grappling with a severe cost-of-living crisis and 10X Investments, is taking…
June 6, 2023
Finance

Safety Returns – New rewards programme by Momentum Insure

Whether people are upgrading or downsizing, it pays to be safe. With the recent surge…
June 5, 2023
executor of a will
Finance

The 3 mistakes to avoid when choosing an Executor

The 3 mistakes to avoid when choosing an Executor Or rather What questions should you…
June 1, 2023

Momentum insure