19 January

Planning for retirement is by necessity a game of projections. The idea is to save as much as you can and make prudent investments so that you can comfortably ride off into the sunset. However, if 2020 taught us anything, it’s that life is unpredictable and even the best-laid retirement plans can get tripped up […]

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19 January

Older clients are not necessarily always more vulnerable than younger clients, but they are often more susceptible to financial abuse, Mohammad Uz-Zaman, associate Step member at ADL Estate Planning, tells FTAdviser.  Read more at https://www.ftadviser.com/ftadviser-focus/2021/01/18/q-a-why-older-clients-need-lasting-power-of-attorney/

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19 January

KUALA LUMPUR: Insurance and takaful companies said today they are working with the health ministry and Bank Negara Malaysia to explore ways to ease some of the expenses of Covid-19 patients who are treated in private hospitals. Read more at https://www.freemalaysiatoday.com/category/nation/2021/01/17/insurance-companies-seeking-ways-to-ease-patients-expenses/

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18 January

Jernessa Jones’ next financial goal is twofold – to buy a house and begin to build generational wealth for her 5-year-old son, Kyan Blair. Read more at https://www.cnbc.com/2021/01/17/how-one-mother-is-building-generational-wealth-for-her-young-son.html

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18 January

January and February are traditionally sober months of financial renewal. One common resolution is finding a financial adviser. Most Internet searches on the subject produce nothing but spam and bad advice: “Talk to your friends,” “do your homework,” “click here.” None of this advice tells you how to save money, protect yourself, or what your […]

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