retirement planning Archives

The Best Christmas Gift

December 1, 2020 by Chris Cervantes, CIS, RFP

Celebrations are a quick translation for “Christmas season’ for many Filipinos. Many Overseas Filipino Workers (OFWs) and seafarers also come home to their families for this annual merry making. This 2020 however, celebrations might not be the same due to the lingering effects of the pandemic on the Philippines. What could be the best way … Read more

How to Handle A Money Conversation During A Crisis

September 1, 2020August 31, 2020 by Chris Cervantes, CIS, RFP

Joe was 21 years old when the 2008 financial crisis happened. He still remembers how severely affected his overseas Filipino worker (OFW) neighbors were that time. He considered himself lucky because his uncle helped him finish college and get hired by the shipping company where the latter was working. But his uncle was due to … Read more