Favoritism Sucks: A real story of Estate Planning Disaster

One of the perks in being a financial planner is that you get to hear different real life stories on how Filipinos value family legacy, specifically inheritance of family estate. If there’s one thing that really brands a Filipino style of estate planning it’s gonna to be the ridiculous privilege of the “favorite offspring” and … Read more

Five Steps to a Fabulous Retirement

Becoming rich can be daunting and confusing at the beginning just like navigating in a foggy sea. But once you start taking some steps, things get clear. If we define what financial planning is, it means a long term process of wisely managing your finances so you can achieve your goals and dreams. Retirement is … Read more

Pasko na OFW ko, miss na kita, balik ka na FOR GOOD.

Hindi ko kayang i-describe kung gaano ang sayang nararamdaman ko habang tinitignan ko ang bunso kong anak na si Alisa na tumatalon-talon. Tuwang-tuwa syang salubungin kami ng nanay nya nang isang araw na galing kami ng Dapitan Arcade, namili ng mga Christmas decors para sa papalapit na kapaskuhan. Lalong natuwa si Alisa ng sagutin ko … Read more