Ebrahim E. Talia & Associates

17/12/2021

Being a ‘senior’ doesn’t mean you shouldn’t still plan and save for the future via IOL News

Caption: “For most individuals, finding themselves in the ‘senior’ age category comes as something of a surprise. For one, many are still leading vibrant and full lives in their late 50s and 60s, so the ‘senior’ label hardly feels appropriate. Some also feel like the senior part of their life snuck up on them far too quickly.”

Read more here: https://bit.ly/3CFPoNN

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13/12/2021

You need to fully grasp what your retirement annuity product will offer you in the days to come.

If you have any questions about your retirement annuities, it’s best to contact a professional financial advisor. We can help.

Email [email protected] or [email protected] to chat about retirement planning today!

Ebrahim E. Talia & Associates is a registered financial services provider. FSP 2409.

10/12/2021

Retirement: the best is yet to come – or is it? via IOL News

“Ask the average person what they think retirement will look like, and you are likely to be painted a picture of going on cruises to exotic places, sipping pina coladas on a private beach or enjoying the solitude of game viewing in Kruger.

“Sadly, for the bulk of South Africans, this will be an illusion. Most surveys indicate that currently a mere 6% of South Africans can maintain their standard of living post retirement.”

Read more here: https://bit.ly/3C2Cvwe

06/12/2021

How much money you would get under South Africa’s planned two-bucket retirement system via BusinessTech

“The proposed plan would allow a portion of savings to be accessed ahead of retirement while the balance is reserved for the longer term. This results in the so-called “two bucket system” where one bucket is accessible, and the other is preserved for future retirement benefits…”

Read more here: https://bit.ly/3wbdygI

Actuarial modelling by the Retirement Matters Committee of the Actuarial Society of South Africa (ASSA) shows that the National Treasury’s ‘two-bucket’ proposal is likely to result in significantly higher monthly retirement income for pensioners.

01/12/2021

There are always a few things to consider when you are selecting a retirement product. These include longevity protection, capital legacy, income flexibility vs secure income level, and many more complex-sounding ideas...

We are here to help you understand & make the best decision for your retirement.

Email [email protected] or [email protected] to chat about assigning your assets today!

Ebrahim E. Talia & Associates is a registered financial services provider. FSP 2409.

29/11/2021

Share your thoughts with us! What are the 3 most important steps you have taken to gain control of your financial habits?

Ebrahim E. Talia & Associates is a registered financial services provider. FSP 2409.

25/11/2021

Benefits of a living annuity via Moneyweb

“Upon retirement we all need peace of mind in terms of maintaining our current lifestyle, however, this calls for important decisions regarding sustaining this lifestyle post-retirement.”

Read more about these decisions here: https://bit.ly/3w9FOQV

A living annuity may be a viable long term investment solution depending on your return objective and lifestyle goals.

22/11/2021

Estate planning: what does this mean, & how often do you need to update it?

Email [email protected] or [email protected] to chat about assigning your assets today!

Ebrahim E. Talia & Associates is a registered financial services provider. FSP 2409.

19/11/2021

Waiting to save: The cost of delaying your retirement funding via Moneyweb

“Statistics from the 2021 10X South African Retirement Reality Report which has just been released are frightening. Around half the people surveyed indicated that they are making no provision for retirement at all, while the other half indicated they have some form of savings plan in place.”

Read more here: https://bit.ly/2ZJFMUk

15/11/2021

Retirement planning can be a daunting task, but fear not. At Ebrahim E. Talia Associates, we bring you over 60 years of experience in the financial services industry.

We’ll take you on a positive financial journey. One that will impact your retirement planning trajectory.

Email [email protected] or [email protected] to chat about assigning your assets today!

Ebrahim E. Talia & Associates is a registered financial services provider. FSP 2409.

10/11/2021

The costs involved in winding up a deceased estate via Moneyweb

“In order to ensure that there are no shortfalls or unforeseen complications, your estate plan should include careful calculations to determine the death costs in your estate. As estate planning is a highly specialised area, it is preferable that this exercise is undertaken together with an expert in this field. Over and above ensuring your estate’s solvency, it is also important to determine whether it has sufficient liquidity to settle its liabilities, taxes, and other financial commitments that may arise as a result of your passing.”

Read more here:

Over and above ensuring your estate’s solvency, it is also important to determine whether it has sufficient liquidity to settle its liabilities, taxes, and other financial commitments that may arise.

08/11/2021

Over 70% of South Africans don’t have a Will. Tell us why in the comments!

This leaves it up to the state to manage your estate in the event of your passing.

Whether you are young or live a modest lifestyle, you must plan for those you leave behind.

Email [email protected] or [email protected] to talk about preparing your will. Ebrahim E. Talia & Associates is a registered financial services provider. FSP 2409.