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Tag Archives: financial planning
Rethink expenses and spend happily
Here is a guest post by my good friend and wonder boy Dodge Ronquillo. Awesome read! ———– Rethink Expenses and Spend Happily Expenses are things we spend money on, sometimes wastefully. That’s why all successful businessmen and all respected finance … Continue reading
Posted in financial planning, Money Management
Tagged budget, dodge ronquillo, financial planning, spending
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Beyond a mission, a cause
Posting a column I wrote for Moneysense Magazine. —————— Beyond a mission, a cause As I write this column, 2010 is about to end. 2010 is an eventful year indeed: a new President that ushered a new hope for the … Continue reading
Posted in financial planning, Personal
Tagged financial planning, mission, Money Management, moneysense, vision
2 Comments
Bad advice, part 2
… con’t. Getting into an investment program that will give you growth which is way below inflation rates (even at its lowest levels) over a long period of time was bereft of any sound reasoning. I was curious as to … Continue reading
Posted in financial planning
Tagged bad advice, financial advisers, financial planning, investments
1 Comment
A banner year, part 2
… con’t More than a flourishing advocacy, I am very thankful for many things. On a personal finance note, my wife and I went to a challenging transition this year as my wife finally hangs her entrepreneur hat to focus … Continue reading
Posted in financial planning, Personal
Tagged 2011, financial planning, obedience, stewardship
1 Comment
Helping people plan for the future, part 2
Convincing people that they need insurance, long term savings and a healthy cash flow is not that easy. You will hear all sorts of excuses and you will see people uninterested. However, when you see a sale on flat tv’s, … Continue reading
Posted in financial planning
Tagged financial planner, financial planning, registered financial planner, RFP
2 Comments
Helping people plan for the future, part 1
This year is my 22nd year in the financial services industry and I am a bit nostalgic. Aside from the fact that I am not as young as I think I am, I’d like to say that 22+ years have … Continue reading
Posted in financial planning
Tagged financial planner, financial planning, registered financial planner, RFP
3 Comments
Save money and drink Starbucks too!
Discussing about Personal Finance does not always have to be about internal rate of returns,peso-cost averaging, risk management, mutual funds, uitf, insurances and all those ‘boring’ stuff all the time. True, it is imperative that we are well aware of what … Continue reading
Take the H-I-T advice
This is a column I originally wrote in October 2008. It is still a timely message today. ——————————– I received a very interesting and timely text message from a very good friend, one who I really look up to. He … Continue reading
Posted in Economy, financial planning, Investment Tips
Tagged financial planning, investments
1 Comment
On Inception, part 2
.. con’t. Here are some hard to swallow facts as well: the level of savings of Pinoys are well below many of our neighbors, consumer debt is rising in an alarming rate, we are not preparing for retirement, number of … Continue reading
Posted in financial planning, Money Management
Tagged financial planning, Inception, Money Management
2 Comments
On Inception, part 1
My wife and I had a date a few nights ago and it was spent watching the movie Inception. I was not too keen on watching that movie because I have always remembered Leonardo Di Caprio in his epic role … Continue reading
Posted in financial planning, Money Management
Tagged financial planning, Inception, Money Management
5 Comments