{"id":272,"date":"2015-01-12T14:13:10","date_gmt":"2015-01-12T12:13:10","guid":{"rendered":"http:\/\/www.markweston.co.za\/?p=272"},"modified":"2017-09-21T12:35:07","modified_gmt":"2017-09-21T10:35:07","slug":"10-tips-for-financial-planning","status":"publish","type":"post","link":"https:\/\/contattolive.co.za\/north\/10-tips-for-financial-planning\/","title":{"rendered":"10 TIPS FOR FINANCIAL PLANNING"},"content":{"rendered":"<div style=\"text-align: justify;\">\n<div>Do you want to begin your 2015 financial year on a good note? Then what better time to review your financial plan!<\/p>\n<\/div>\n<div><\/div>\n<div><\/div>\n<div>A financial plan provides you with the financial security to overcome unforeseen events and map out a financial future for yourself. When creating a financial plan you need to identify key achievable goals that can advance your financial situation.<\/div>\n<div><\/div>\n<div>\n<p>Here are 10 tips for improving a financial plan:<\/p>\n<\/div>\n<div>\n<ol>\n<li>You need to have a clear and detailed personal budget. Review your budget and identify how additional expenses such as life\/disability cover or a retirement plan will affect your monthly savings plan.<\/li>\n<li>Determine some realistic financial goals. Is it life and disability cover or retirement and investment planning that you need to consider? Or, maybe it is all of them.<\/li>\n<li>Compose a list of your assets and liabilities, including a list of your current portfolio, such as investments and policies.<\/li>\n<li>Get your partner or spouse involved with the process.<\/li>\n<li>Include details of the income of both spouses. This can encompass future dreams and aspirations, such as buying a vintage car for weekend drives in the country or owning a holiday house.<\/li>\n<li>Be aware of the effects of inflation on market values, in particular with regards to your retirement planning.<\/li>\n<li>Consider the implications of tax. Advice from financial planners cannot be emphasised enough when it comes to the complex world of tax.<\/li>\n<li>When it comes to retirement planning, your retirement fund at work will not be enough. Seek financial advice to secure a comfortable retirement.<\/li>\n<li>Find someone who you can contact to prepare a detailed analysis and establish what the costs will be up front.<\/li>\n<li>Preferably work with a certified financial planner. It is a good idea to conduct a background check by asking for references before working with them.<\/li>\n<\/ol>\n<p>With that in mind, let me know if you\u2019d like to hook up!<\/p>\n<p>Source: <a href=\"http:\/\/www.fin24.com\/\" target=\"_blank\">Fin24<\/a><\/p>\n<\/div>\n<\/div>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Do you want to begin your 2015 financial year on a good note? Then what better time to review your financial plan! A financial plan provides you with the financial security to overcome unforeseen events and map out a financial future for yourself. When creating a financial plan you need to identify key achievable goals that can advance your financial situation. Here are 10 tips for improving a financial plan: You need to have a clear [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":273,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12,20,13,14],"tags":[],"class_list":["post-272","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-budget","category-financial-planning","category-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>10 TIPS FOR FINANCIAL PLANNING - Contatto North<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/contattolive.co.za\/north\/10-tips-for-financial-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"10 TIPS FOR FINANCIAL PLANNING - Contatto North\" \/>\n<meta property=\"og:description\" content=\"Do you want to begin your 2015 financial year on a good note? 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