Money 4 Life: How we chose our Financial Advisor

Choosing the right financial advisor (FA) is one of the most important decisions we have made in our journey to financial freedom. We’ve been presented to by many different financial advisors from different investment companies, and they all did so well, so if it were only a matter of competence, we had a buffet of them. But my husband and I realized that we were not only looking for someone to call when we need to cash in our investments, but that we were choosing someone who will partner with us in working towards the goals we have set for […]

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Money 4 Life: The poverty mentality

The Poverty Mentality is an attitude wherein the focus of a person is on what he does not have rather than on what he has. The second session of Money 4 Life workshop I attended at Brighter Life Institute last July 16 was actually entitled “Planning and Managing Expenses,” but the point I most remember that day was financial expert Aya Laraya’s statement that we should not equate investment with deprivation. That made me ask myself if our financial decisions lately had, in effect, deprived our children. So far we’re still okay, but we’re threading thin lines. But isn’t that a common […]

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How to deposit via Sun Link Online

I’ve been wanting to blog about our latest progress in our investment journey but I had to prioritise work and our kids’ homeschool; plus my husband was out of town for almost a month, so it’s been challenging to find time (and the energy) to write a decent blog. Anyway, my yay is that we were finally able to add to our Mutual Fund via Sun Link Online. Sun Link Online I have not tried depositing using the old process so I can’t talk about it, but I was told by a couple of friends that it’s a lot of […]

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Success to Significance: Sun Life introduces the Money E-Planner and the Bus to the Future

Attending Sun Life events is one of my most favorite thing to do as a blogger. There’s always something new and useful to learn and they push me to focus on our investment goals. So when Brian Micasa and Arnel Bautista of Travel Mate Philippines told me about Sun Life Financial’s Ri5e towards Money 4 Life event, I cleared my schedule to be able to go. Sun Life Financial has declared the month of June as the “Financial Independence Month” and is introducing a new tool called the Money E-planner and the Bus to the Future. The Money E-Planner The Money E-Planner  is […]

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Money Matters: Of Educational Plans and Mutual Funds

I talked about jars of oil in my previous blog, Teaching kids how to manage their money. In the blog, I said there that God provides ways for us and we will see it if we focus on what we have instead of dwelling on what we do not have. Even for things like Educational plans and Mutual Funds. Here’s a little backstory for you. In 2009, when my eldest son, Pablo, was four years old, I became anxious about his future and his education. I would pull my husband to go into banks to get a hold of flyers on […]

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