News & Opinions
Stepping into retirement is a bigger lifestyle transition than most people realise. To help you prepare, American author Mitch Anthony says you should ask yourself three key questions.
Last month, we considered your mental preparedness under the title: Have you had Enough? Now, in the second article in our Retirement Readiness series, we delve into the question: Do you have Enough?
Retirement is something many people look forward to with anticipation and excitement. But before closing the door on your career, it may be a good idea to consider 3 questions in order to make the most of your golden years :
• Have You Had Enough?
• Do You Have Enough?
• Do You Have Enough To Do?
In the first of three articles on preparing for retirement, we consider your mental preparedness?
Veritas Wealth client John Hammer is the focus of our third spotlight feature on Inspirational South Africans – people who are making an impact, whether it is on the lives of others or the environment and the world that we live in. For John, the only working windmill on the African continent, Mostert’s Mill, has been a lifelong passion, a cause worth championing. After spending much of his life in proximity to the building, he came to its rescue in a time of need after it was ravaged by a wildfire in 2021. He sees a vision for its future that few would have had the courage or imagination to implement.
Does your clothing wardrobe resemble your financial portfolio? Does it contain a mishmash of never worn, unsuitable, ill-fitting and broken items of clothing? Then it may be time for a cupboard spring clean. Similarly, your finances may need a clean up.
Find out how Veritas financial planners can help you organise your jumbled financial “wardrobe” into something that will suit your needs and help you achieve your lifestyle goals.
Veritas Founder Barry O’Mahony was recently asked to discuss personal financial planning with a group of school leavers. According to Barry, he had to really think about what to say to them. Why? Well, typically, 18-year-olds – who are itching to set out into the world – would not find tax, risk or retirement planning particularly exciting. He thought he would come at it from a different angle … What does being wealthy really mean?
Ultimately, he wanted them to understand the importance of financial freedom … and how to achieve it.
Does my economic life change at the age of 75? Should I significantly increase my expenditure on travel or ticking-off my bucket list items up until then? This was the thread of a conversation we recently had with a client and have had with others, entering or already in this stage of their lives.
Sign up to receive regular news updates