July 31, 2021 Susan Mercer

Financial Informer – 3rd Quarter 2021

A Family Affair

Wealth is often a family thing. One pioneering family member breaks out of poverty and not only set up the following generations financially but also, hopefully, teaches them the skills to grow and retain the family fortune for generations to come. Doing so isn’t so easy. This is how.

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How Generations are Defined?

Currently, five generations make up our society. Each of those five generations has an active role in the marketplace. Depending on the specific workplace, the workforce includes four to five generations.

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One for the money

Elvis Presley’s estate is reputed to have lost 73% of its wealth to estate taxes and fees. However, estate taxes are not only a problem for the rich and famous. This article explains how estate duty works and why you should consider its potential impact on your estate.

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POPIA Goes the Weasel

You are likely to have been bombarded by emails from businesses you deal with, telling you how they are complying with something called “POPIA”. South Africa’s Protection of Personal Information Act (POPIA).

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