Personal Finance

Christmas decoration and notebook

End Year Financial Checklist

“Earn Nicely, Spend Wisely, Live Happily.” As the year comes to an end and the holiday season finally approaches, our already hectic lives get even busier. Parties, family gatherings, work, children’s school events, and shopping all compete for precious time. There is a lot to do this time of year and that includes some financial …

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Zimele Top 100 Survey

Zimele Named in Kenya’s Top 100 Mid-Sized Companies

Zimele Asset Management Limited was among the Companies selected for the prestigious Kenya Top 100 Mid-Sized Companies Awards for 2018. The awards are sponsored by Business Daily and KPMG, and are based on a survey that seeks to identify and recognize the country’s fastest growing medium-sized companies. We would like to thank our Customers, Board …

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Making Your Money Work for You

“.Too many people spend money they earned… to buy things they don’t want… to impress people that they don’t like.” – Will Rogers Money always seems to slip through our fingers so easily. Wealthy people know that in order to build wealth, you must be able to keep money in your pocket and have methods …

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a financial plan

A Sustainable Financial Plan

“We are the makers of our own state and individuals who realize this fact need not, ought not, to wait for collective action. ~ Mahatma Gandhi Sustainable and renewable are two words that have become somewhat mainstream in the last few years. These words are generally used in an environmental sense when discussing energy and …

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piggy bank

Pay Yourself First

“Save a part of your income and begin now, for the man with a surplus controls circumstances and the man without a surplus is controlled by circumstances.” ~ Henry Buckley “Paying yourself first” is a commonly used phrase which refers to the practice of automatically saving or investing your income before you start to spend …

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Managing Lifestyle Inflation

“Spending is quick, earning is slow” ~ Russian Proverb Generally, people have a strong inclination to spend more if they have more.  There is a tendency among most individuals to increase their spending whenever their income increases, this is called lifestyle inflation. It is often experienced when an individual increases their expenses following an increase …

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Retirement Plan

How To Custom Fit Your Retirement Plan

“The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.” ~ Miguel de Cervantes There are various economic uncertainties that affect our retirement plans, including market volatility, inflation, and personal life circumstances. Consequently, it is not easy to make accurate predictions on investment performance decades into …

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Debt unchained

How to Retire Debt-Free

“There are no shortcuts when it comes to getting out of debt.” – Dave Ramsey. Retiring without debt is a worthwhile goal, but a difficult one to achieve. It requires a lot of discipline and sacrifice. If retiring debt-free is your goal, follow these steps to make it happen: Make a Plan Unless the financial …

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scattered coins

The Cornerstone of Budgeting

“The budget is not just a collection of numbers, but an expression of our values and aspirations.” – Jacob Lew. The cornerstone of budgeting is figuring out what your goals are, figuring out what your time frame for those goals are, and working backward from there. We all have multiple goals that we need to …

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Wealth, invest, retire, security

How to Create Wealth

“The first wealth is health.” ~ Ralph Waldo Emerson. Wealth creation is a concept we would all want to master. Our effort to earn more or spend less to create wealth is a dominant driver in the wealth creation process in the short term. We all work hard to move up the income ladder to …

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Managing Money In Marriage

Managing Money in Marriage

Don’t fight about money because after you have said mean things to each other, the amount of money in the bank will be the same – Anonymous Study after study has show that money is one of the main reasons couples fight. Money issues, in whichever form they take, can test the foundation of any …

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Teaching Kids About Money

Teaching Kids About Money

“We were not taught financial literacy in school. It takes a lot of work and time to change your thinking and to become financially literate.” Robert Kiyosaki. As it has widely been known, the best things in life may be free, but most things cost money. A parent imparts so much to their child-like learning …

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