Financial Planning for OFWs

This article was written by Kyle Kam, Digital Marketing Specialist, MoneyMax.ph. Working abroad opens you up to all kinds of experiences. Many Filipinos dream of working abroad. Those who do find employment there do so in order to be able to provide for their families back here. To date, the number of Filipinos leaving the country to work abroad … Read more

How To Handle The Stress of Being a Financial Provider

Have you always felt like you are carrying the weight of the world? Like everyone seems to depend on you? Your family members rely on you to pay for tuition fees, medicines, and even debts. Your friends also seem to see you as the “financier” for all your gimmicks that sometimes you begin to doubt … Read more

BREXIT (Britain Exit)—What you need to know

A referendum was held on Thursday, 23rd of June, to decide whether the UK should leave or stay the European Union. The result created a great division amongst British that resulted to 51.9% of them wanting to leave the European Union in the UK-wide vote. By the way, what is European Union? The idea of … Read more

What You Don’t Know Might Hurt You (Why We Are Vulnerable to Scamming?)

It was the rush hour of Friday morning in January 12. A white man in jeans and long-sleeve T-shirt emerged from the Metro at the L’Enfant Plaza Station and stood beside a trash basket. He carried a violin case and took the instrument out after a while. Placing the case near his feet, he threw … Read more

The Reason Why You Don’t Get What You Want

We keep on wanting many things in life. In fact, because of too many wants, we fail to see what we are already getting. Nowadays, people in social media keep on talking about financial independence. The subject on personal finance becomes the most talked-about topic. But despite of all the information we are getting on … Read more

How can I help my Child be Financially Independent in the Future

This article is written by Evangeline Villaverde of Cardinal Buoy Financials Our children need a lot of guidance in every aspect of their lives that’s why we as parents are encouraged to have quality time with them. We are directed to train our children in the way we want them to become so that when … Read more

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

Start the Year With The Right Financial Mindset

After months of saving money for the holidays and draining your bank account within few days, you have to face the fact that reality bites – you have to pay all consumer debts you have incurred during the season Natapos na ang napakagulong schedule mo, umalis na ang mga nagbakasyon sa bahay nyo, at unti-unti … 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

What You Don’t Know About Estate Planning Can Hurt Your Family

One afternoon, at one of my financial planning seminars, I asked my participants, “what is estate tax?”. A number of participants replied in unison, “it’s the tax we pay every year!” Although, many Filipinos nowadays are well aware of the fundamental concept of financial planning, many are still ill-educated when it comes to estate planning. … Read more