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Recent Blog Posts
November 2022 Infrastructure Bond: What Is Redemption Structure & Bond Amortization in Kenya?
Every Treasury Bond has terms and conditions stipulated in the bond prospectus. This document 👇🏾: Investors in Kenya are used to long-term bonds where there’s only one redemption date (when your principal amount is paid back in full). For example, an 18-year bond...
The Truth About Education Insurance Policies In Kenya + The Best Education Plan For Your Kids
I’m writing this article out of spite. Back in 2018, I worked for a Brain Training company. Since 90% of our clients were kids, we would attend education fairs to market our services. As you would expect, insurance companies also flocked the fairs to sell their...
Bond Redemption Structure & Bond Amortization Explained
Every Treasury Bond has terms and conditions stipulated in the bond prospectus. This document: Kenyans are used to having long-term bonds where there’s only one redemption date (when your principal amount is paid back in full). For example, a 2022 18- year bond where...
The Best Money Advice For Young Adults: For 2023 & Beyond
Every time I hang out with a new group of people and I happen to mention that I’m a financial coach, I almost always get asked… Which is the best money advice you can give? How has it changed your life? The truth is, it’s hard to pinpoint one piece of advice that...
4 Easy Steps To Creating A Personal Financial Plan For Beginners
If there’s one financial hack I’d give my younger self, and one that I hope will stick with me throughout my financial freedom journey, it’s the importance of having crystal clarity on which game I’m playing. I learnt this lesson from one of my favourite personal...
How To Declare Withholding Tax From Money Market Funds In Your Annual Tax Returns In Kenya
Are Money Market Funds taxed in Kenya? Yes. The Fund Manager deducts 15% of your interest. The 85% interest is credited to your money market fund account. Do you need to declare withholding tax arising from Money Market Fund transactions? What are the implications if...
