investment strategy
The real benefit of a living trust is that because trusts don’t die, assets housed in a trust can move from generation to generation without being subject to estate administration and the associated costs thereof.
It is important to be clear on what your investment is earmarked for, and this can be established through a simple goal-setting exercise. Do you want to save for a deposit on a property, pay cash for a car, enjoy
Women have a unique set of financial planning requirements which need to be carefully planned and provided for. Besides for the gender pay gap (which is still very much in existence), women are more likely to have their retirement savings
Interests rates are currently very low which could give you a false sense of security when it comes to repaying your home loan, car or credit card. However, interest rates are not likely to stay low this way indefinitely so
Investment markets are by nature volatile and accepting short-term fluctuations is an investment fundamental. Markets move in cycles through peaks and troughs and, as an investor, you need to be emotionally prepared to confront this reality without becoming fearful.