Let me start this part two with a story. This is a story of Mr. Masikap. He was born poor, as a child he worked as a shoe shine boy. But because of his dream and love for his family, he worked hard. He was able to put up a shoe business and was able…
Category Archives: Financial Planning
What is Estate Tax and How it can hurt you even After Death? Part 1 of Estate Planning 101
Remember, Paul Walker? Who starred in “The Fast and the Furious” and died last 2013 due to a car accident? He died with total net assets of $25M (or PHP 1.1 B). His total estate tax that is needed to be settled by his only daughter who is only a 16-year-old minor is 35% of…
Help! I’m in my 50’s, Nearing Retirement How long until I can retire?
50 is a milestone in anyone’s life. Turning 50 tends to be a wake-up call for many pre-retirees. And with roughly a decade or so until retirement, it is important to understand the effect of timing on an investment plan. I received quite a number of emails telling me the same thing: “I’m…
10 Clues on How to Know if your Job makes you a Modern Day Hero
Does your job make you a present day hero? Before the National Hero’s Week ends, I would like to salute all the unsung heroes out there. And yes! It might be you! Let us find out if your current job right now makes you a modern day hero. How does it feel that when you…
Are Your Financial Plans and Investments Holistic? The Importance of Critical illness plan in Holistic Financial Planning
Critical Illness, are you ready for this? 1 out of 13 Filipino women will have breast cancer. One out of four who are diagnosed with breast cancer die within the first 5 years, and no less than 40% die within 10 years. Prostate Cancer Kills 1 Filipino per hour. 5 out of 10 deaths…
SSS Retirement Benefits, Updated 2014 Is it enough for your Retirement Needs? Find Out now!
As I always say, if you are working and you if you still don’t have a Retirement Plan right now, then your CHILDREN becomes your RETIREMENT PLAN. Mean? Yes! But true. Statistically speaking, only 2 out of 100 Filipinos plan for retirement. Although most Filipino workers have some kind of benefits like SSS or GSIS…
How much should you be saving for Retirement? Do you have what it takes to retire comfortably?
How do you envision your retirement years? Have you thought about it yet? If you ask me, how much do you have to save to have a healthy retirement ahead? Financial analysts, suggest a minimum of 20% of your salary from DAY 1 you started working. But what if, you tell me, “I cannot afford…
The Filipino Retirement Scenario, Find Out Where will you Belong in the Future
If you are thinking you are far from retiring and you still don’t need to read this. Before clicking the back button, please spare me a few more minutes of your time, and consider just glancing this survey first. This study was done by SSS last 2010 which depicts the destiny of our fellow Filipinos…
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