Tags » Financial Planner

How To Financially Plan For a Critical Illness

Americans work hard to achieve the financial security and lifestyles they desire. As we work, many of us are able to use our earning power to purchase homes, save for retirement, do some traveling, and engage in hobbies and other lifestyle activities. 896 more words


Interview 5: Joe Stephan

Interview with Joe Stegfan, a Financial Advisor running his own practice, “Stephan Strategic”.  We are discussing setting up your own financial planning business.

via Dr Daniel Richards speaks with Joe Stephan – YouTube… 35 more words

News & Trends

Utang Series Part One: Road Less Traveled Away From Debt

Since we are gonna be talking about financial wellness, one of the things that we need to pay attention to is debt. Di ko alam kung bakit pero, parang normal na ata sa mga Pilipino ang may utang, at kapag sinasabi nila na, “Di ka mabubuhay kung di ka mangungutang.” Let me tell you something, that belief is a major mistake we have to avoid with all of our might. 755 more words


If You're Already Fit For Retirement May Be Quite Difficult For A Number Of People

Determining if you’re already fit for retirement may be quite difficult for a number of people, which explains why somebody else’s perspective might be very helpful. 362 more words

Gratuity Calculation

The Union Cabinet recently approved a proposal to enhance the limit of tax-free gratuity to Rs20 lakh, from Rs10 lakh. The proposal will need parliamentary approval to come into force. 580 more words

Why Emergency Funds Are SO Important

So…Kyle and I had a curveball thrown at us last night. At an earlier point in our lives, this would have been crippling to our financial goals and caused A LOT of stress and tension between us. 418 more words


Woes of Job Applications

I’ve seen multiple sites claim that the average time a hiring manager spends looking at your resume is 5 to 7 SECONDS. I wonder who timed them??  212 more words