CPF Special Account Closure After Age 55: Navigating The New CPF Landscape
Singapore’s Budget 2024 speech by DPM Lawrence Wong on 16 February revealed significant CPF changes, in particular the closure of CPF Special Account (SA) after
Karen Tang, CFP®: Certified Financial Planner in Singapore
Category: Financial Planning
Can A.I. Replace Financial Planners? | Her World + Karen Tang
I had the privilege to be interviewed again for Her World, this time in the December 2023 issue. The title of the article is “Trusting
Make 2024 Your Best Year Ever!
Happy New Year, my dear friends! Wishing you a great beginning to a year brimming with endless possibilities and positive experiences! Starting the year on
6 Mistakes to Avoid with Your SRS Contributions
It’s once again “SRS (rush) season”. The last day to contribute to the Supplementary Retirement Scheme is 31st December 2023. The Supplementary Retirement Scheme (SRS)
What You Need To Know Before Leaving The Family Nest
For the Her World August issue this year, I had the privilege to contribute to a story titled “Are You Ready To Leave The Family
What Does Executing a Will in Singapore Entail? Here’s A Checklist
What is an executor and what does it mean to be an executor of a will? It is an honour to be chosen as an
Differences & Similarities between Unit Trusts, Mutual Funds and ETFs
I have been asked this question quite a lot in the past 6 months. Hence, I thought it would be good to explain the differences
9 Ways To Grow Your Money Against Inflation
One key take away from the current inflation environment is that low inflation is by no means guaranteed. Inflation will never go away. But what
Is Investor Risk Profiling Important?
What is investor risk profiling? It is the process of figuring out what is the tolerance or appetite for risk that an investor has, in
Can Insurance Be Seen As An Investment For Your Loved Ones?
Let us take a look at an example. Mr. Andrew Tan is age 35. He is married to his homemaker wife, Susie, and they have