It’s your job as an advisor to make sure that you are there—and active—during all these phases.
The client-advisor relationship goes beyond financial solutions during the transition phase.
Retirement is a moving target that defies a singular definition because it will be different for each client. However, planning for this event occurs continuously throughout the client’s financial [...]
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Financial experts give mixed reactions to change.
From May 1, the threshold of the CPF Special Account (SA) will be raised from $20,000 to $30,000.
This means members can only invest amounts in the SA in excess of $30,000.
Existing investments will not be affected and the restriction on the first $20,000 in the Ordinary Account remains unchanged.
“Given [...]
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Scheme reduced from 12 to four plans starting September
With 12 plans on the table, CPF Life, the national annuity scheme introduced last year is “simply a mind-boggling one” for Singaporeans trying to decide which plan to opt for, MP for Jurong GRC Halimah Yacob told Parliament yesterday.
And it’s an issue the Manpower Ministry had clearly [...]
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