It’s only the first quarter of the year, yet, from all the happenings around the world, it seems like, we are already in the last quarter of the year. From the financial point of view of most experts around the world, they fear that with all of these things happening, the economic collapse will arrive…
Category Archives: Financial Planning
30 Documents You Need Before You Die
Part of the journey is the end. – Tony Stark. We are all going to lose whatever we have built on earth when we die. Before that, we need to be ready. Design and prepare you Death Dossier soon, or else, you can be setting up your heirs for frustration and financial pain. THE ESSENTIALS…
Download this SSS Retirement Pension Calculator (updated 2019)
Last April 2019, the Social Security System released the new SSS Contributions Table and Payment Schedule. Check this new contribution table below: In the table above, note the following: Range of Compensation – where your salary falls Monthly Salary Credit (MSC) – you can see that in the second column of the SSS table. It…
How to Spend your 800M Lotto Without Touching your Winnings
As a Financial Consultant and a Wealth Planner, I am used in talking to a lot of people in a very personal level. I try to know their current financial state, their fears, their hopes and their dreams. With that, I try to educate them on how to use the different financial tools available to…
BSP and DepEd to Incorporate Financial Literacy in K-12 Curriculum
Bangko Sentral ng Pilipinas (BSP) Head of Inclusive Finance Advocacy Office, Pia Bernadette Roman-Tayag, said that both BSP and DepEd have integrated financial literacy modules in the K-12 curriculum. BSP is also partnering with other stakeholders such as Visa and Teach for the Philippines to produce materials and guides for teaching. DepEd will then monitor…
Cost of Getting Seriously Sick in the Philippines
A few years ago, I went to Canada for a conference, together with me is a friend who also attended the said event. After the conference, we toured around Canada. In Quebec, I met Tita Sunshine, my friend’s Aunt. We saw here in a hospital because she was confined due to Breast Cancer. She was…
Green Book For Doctors – A Physician’s Survival Guide to Personal Finance – Coming Soon
Green Book For Doctors – A Physician’s Survival Guide to Personal Finance Mathematics and any subject that deals with numbers have been my favourite subjects since I was young until college. After finishing Medicine, that did not stop me from pursuing my first love, I enrolled in finance courses and later on finished and became…
The Essential Guide to Estate tax under TRAIN law
Estate Tax, according to BIR is a tax on the right of the deceased person to transmit his/her estate to his/her lawful heirs and beneficiaries at the time of death and on certain transfers, which are made by law as equivalent to testamentary disposition. To make it simpler, the Estate Tax is the tax…
