THE Retirement Planner

THE Retirement Planner

Retirement Planning – Investment Options (III)

Today we will take up a few ‘passive’ investment options. Passive Investments: We define passive investments as those investments we make that require

Retirement planning – Investment options (II)

Last week we defined what a private investment plan is and also introduced investment principles and the two broad types of investments. We need to kn

Retirement planning – Investment options (I)

Several weeks ago, we discussed retirement benefits planning. In doing so, we introduced government-regulated and, rather tangentially, individual pla

Retirement planning – Budgeting (III)

Before my ‘Letter to a Friend’ last week, we covered what a personal budget is; its purpose, benefits and types. We also covered the principles and pr

Retirement – Letter to a friend

Our series on budgeting will continue next week. Today, however, I am writing a letter to a good friend who has just retired. I hope all recently-reti