Tag Archives: retire

True Story

By Paul Leonard CFP® Here is a true story of a happy 70 year old retiree whom we will call Fred. Fred retired in 2004 at the age of 61 with R3million in his pension fund and asked my colleague … Continue reading

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Asset rich but Cash poor estate

By Paul Leonard CFP George retired about 15 years ago and bought a very nice sea facing house in a small town along the coastline.    Back then he spent R500,000.   Today that same house must be worth about R3 Million. … Continue reading

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