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As we approach the end of the tax year, now is an ideal time to make a few strategic adjustments that can strengthen your financial position.  These steps are simple, high-impact, and designed to help you make the most of the tax incentives available to South Africans. Read on to make sure you end the tax year right.For decades, South Africans have been told to use a simple formula to figure out how much money they will need in retirement: multiply their annual expenses by 25.  But...

A new year can bring renewed motivation to take control of your finances. But vague ambitions like “I want to save more” or “I need to invest better” rarely lead to meaningful progress.  The most effective investors are the ones who set clear, realistic goals and stick to them. In this article we look at how to set SMART investment goals, to give you the best chance of success.The holidays may be over, but the spirit of giving doesn’t have to fade. For many c...

Financial planning is often thought of as merely a numbers game. But while investment returns are an extremely important part of securing a comfortable retirement, there is another kind of return that is equally important.  Some of the best returns you'll ever get can't be shown on a chart. They are the deep feelings of joy, connection, and purpose that come from being generous. Read on to find out more about the psychology of generosity.Social media has reshaped the way people talk about...

Have you ever wondered why your career is flourishing, but the value of your investment isn’t? From keeping too much cash on hand and falling for “get rich quick” schemes to confusing wants with needs, many people unknowingly sabotage their financial future.  This article explores common money missteps and offers guidance on building real, lasting prosperity. Because when it comes to your finances, the goal isn’t to look rich - it’s to be rich.Few financial t...

Few threats menace the world of wealth creation as silently, and as corrosively, as FOBO: Fear of Better Options.  Unlike its impulsive cousin FOMO (Fear of Missing Out), FOBO doesn’t drive action. Instead, it whispers, “Wait. Something better might come.” And in that interval, wealth quietly departs.The world of investing can feel like it has its own language. There are many terms and concepts that can feel intimidating to many people. But reality is often not as compl...