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We see it as our job to make finance, pensions and insurance more accessible. That's why we write about important topics here in simple or easy-to-understand terms.
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July 17, 2024
Pension Gap After Divorce: No 3-Year Waiting Period
In Switzerland, financial planning is a key part of life, especially regarding retirement. The pension fund (Pensionskasse, PK) plays a crucial role in retirement planning. One aspect that often causes confusion is the so-called pension gap after divorce and the associated regulations. Many people mistakenly believe there is a 3-year waiting period to address this gap. In this blog, we aim to clarify these regulations and provide guidance. Additionally, we recommend using the Caveo-BVG Splitting Calculator to analyze your individual situation. Read more
July 14, 2024
Technology and Retirement Planning – A Conversation with Philippe Muntwyler from Caveo
In a recent conversation with Philippe Muntwyler, co-founder and CEO of Caveo, we delved into the world of technology-driven financial planning. Founded in 2019, Caveo aims to understand financial risks and provide suitable solutions. Read more
June 18, 2024
Home Financing and Mortgage Renewal: Tips and Strategies for Your Home
Deciding to finance a home is one of the biggest financial commitments you’ll make in your life. Whether you’re buying your dream home or looking to renew your existing mortgage, there are many factors to consider. Read more
June 4, 2024
The Importance of Financial Planning: Achieve Financial Security with the Caveo App
In a world where financial uncertainties are ever-present, financial planning is crucial for a secure future. With the Caveo app, you now have a powerful tool at your side that helps you clearly identify and effectively manage your financial risks. Read more
March 20, 2024
Quantum leap for personal financial planning: Caveo launches an app for all finances that offers simple, optimised control over pensions, insurance and taxes - with a reminder function
Efficient analysis, management, and optimization of pensions, insurance, and taxes via app. Caveo enables a robo-advisor-based, personalised, and tax-optimised financial strategy with a reminder function that covers all pension assets and insurance policies. Read more
March 14, 2024
Why Self-Employed Individuals Should Reevaluate Their Insurance and Pension Strategies – A Guide by Caveo
Embarking on self-employment is thrilling yet fraught with challenges, especially concerning financial security. Initially, budgets are often tight, and costly insurance and pension solutions seem out of reach. However, it's crucial to minimize financial risks during this phase. Discover how, with a few adjustments and the right advice, you can secure your future. Read more
February 20, 2024
Why Entrusting Your Tax Return to a Professional Pays Off – The Caveo Approach
It's that time of the year again – tax season. For many, it's a dreaded task that's often procrastinated. But did you know that getting your tax return professionally prepared can save you not just time but also money? At Caveo, we go a step further than typical service providers. Discover why it's worth having a pro from Caveo handle your tax return. Read more
February 14, 2024
How to Optimize Your Vesting Benefits for a Brighter Future
In today's world, taking charge of your financial future has never been more critical. Especially for women who have chosen to pause their careers to dedicate time to their families, understanding retirement planning options is crucial. One often overlooked opportunity is the optimal utilization of vesting benefits. But how can you ensure that your hard-earned money continues to work for you, even when you're not actively in the workforce? Read more
January 26, 2024
Does your insurance advisor want to advise you? Or sell you something?
Imagine you are sick and go to the doctor. He has an exclusive contract with a single pharmaceutical manufacturer and sells you only their products. Regardless of whether they are the best on the market or not. Strange idea? Well, in the insurance market, this is exactly the standard. Read more
January 5, 2024
Here's a completely unromantic blog post about getting married.
Bravo, Switzerland! We are truly proud of our progressive country, which introduced marriage for all on July 1, 2022. As with women's suffrage, we are a truly progressive pioneering nation Read more