Dynamics in investing: Pitfalls to avoid when exploring investment opportunities

Dynamics in investing Pitfalls to avoid when exploring investment opportunities

The purpose of investing is to have financial independence and grow your wealth over time. However, you need to be aware of the dynamics that go into investing to avoid massive losses or risks. As an investor, you could be evaluating different investments and wondering how best to select. You could also be in a […]

Aligning Retirement Goals with Financial Planning

Every financial expert or advisor will tell you that you need a robust financial plan. Usually, the next logical step would be to have you set certain goals and make a Strategic plan to achieve them. The most basic of these would be to divide your plan into short-term, medium-term, and long-term cohorts to ensure all your […]

Financial planning: What steps should I take to cut uncertainties this year?

New Year celebrations saw most of us throng social media spaces with ideas, snippets, savings challenges and ways to have a semblance of financial stability amid the challenging economic environment in the country. Did January zoom by or is it just adulting hitting hard? Either way it is never too late to focus on your […]

Will my savings cover retirement expenses or I should supplement?

Every individual must go through 3 distinct phases in their financial lives. A dependant phase, this typically is at the beginning and end of one’s natural life. The first dependant phase is hard to escape as one is a minor and must develop into a space where they can fend for themselves. The second one […]

Why strategic planning is the cornerstone of good leadership

It is still early in the year and like most people, you may have already planned for it or have a New Year’s resolution planner. The idea of planning can serve a great deal and if followed to the letter, it can lead to a tremendous change in your personal life or business. Planning is […]

What should I consider before adding someone to trust deed?

In Kenya, Trust Deeds are widely recognized for their pivotal role in pension administration and safeguarding individuals’ retirement funds. However, beyond their conventional application in pensions, Trust Deeds also offer valuable avenues for effective estate planning. Family Trusts gained legal recognition in Kenya in 2021 with the enactment of the Trustees (Perpetual Succession) (Amendment) Act. […]

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