Last Will and Testament, Life Insurance, Medical Aid, Momentum Multiply, Savings, Short Term Insurance

Janu-worry 2021

Momentum Irene would love to be of service to you on your financial wellness journey. Feel free to connect with us on any of our platforms, and we will come to you - masked and all! If you would prefer a Zoom or Teams introduction, that can also be arranged.

Last Will and Testament

Plan for when it is too late.

There are 2 definitions of an Estate: an extensive area of land in the country, usually with a large house, owned by one person, family, or organization.all the money and property owned by a particular person, especially at death. We need to talk about the second definition. Death is such an uncomfortable subject. Most don’t… Continue reading Plan for when it is too late.

Last Will and Testament

WILL YOUR EX STILL GET EVERYTHING?

I didn’t marry my Highschool Sweetheart. It took me 33 years to find mine. Yesterday, we would have been dating for 4 years, if she didn’t tell me she has planned our Honeymoon already and paid the deposits, so we had to get married. We lived in different provinces, only saw each other twice a… Continue reading WILL YOUR EX STILL GET EVERYTHING?

Financial Planning Jargon, Investments, Last Will and Testament, Life Insurance, Retirement

Did you plan for the road ahead?

With 2018 around the corner, it is a good idea to take stock of where your finances are currently, and where you want to be in a years’ time. It is a great time to consider your bases, as well as if there are any shortfalls. ( https://www.linkedin.com/pulse/playing-catch-up-michael-pfister/ ) Here are a few points to consider: Will: … Continue reading Did you plan for the road ahead?

Financial Planning Jargon, Investments, Last Will and Testament, Life Insurance, Retirement, Short Term Insurance

Playing Catch Up?

Since you were a little boy/girl, your dream was to drive a fancy car that gets noticed. Maybe it was a fire truck at first, but then became a Ferrari. In red. Of course. How about sipping cocktails on an island for 3 weeks, with the girls, instead of visiting the parents’ holiday house in… Continue reading Playing Catch Up?