Retirement Ready: Are You Prepared for Rising Healthcare Costs in Your Golden Years?

A recent article Five in seven insurers to jack up private hospital premiums under Integrated Shield Plans published in The Business Times on 3 September 2024 brought our attention to forthcoming premium hikes to Integrated Shield Plans and riders. Lifetime premiums for the most costly private hospital plans and riders may approach or even exceed […]

What You May Not Know About Private Annuities – 17 Aspects To Consider

When we talk about private annuities, it is more often than not that Singapore’s national pension scheme, the CPF Lifelong Income For the Elderly (a.k.a CPF LIFE), will be part of the conversation. CPF LIFE is a national longevity insurance annuity scheme that provides Singaporeans and Singapore Permanent Residents with monthly payouts for as long […]

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 age 55, starting from 2025 onwards. This announcement sent ‘shock waves’ to many people, especially CPF members who will be turning 55 next year. Starting in 2025: The CPF SA […]

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 AI With Your Money”. I was asked to share whether I agree or disagree, and what alternative (better) or additional advice I might recommend as a financial expert. The editorial […]

6 Mistakes to Avoid with Your SRS Contributions

https://youtu.be/H3yGP7OMnk0 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) complements the Central Provident Fund (CPF) system by allowing account holders to reduce their current income tax. Unlike CPF, SRS is a voluntary scheme. You have full control of […]

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 Nest?”. The article also highlights some of the findings from Her World’s Women and Money Report 2023. I’m sharing with you my answers to the concerns that the article aims […]