Money Talk

Preserve your legacy for your heirs through SUN Smarter Life

Most people who invest in financial products and buy insurance are in any of three stages in life: 1) starting to build a financial nest at the start of one’s career 2) growing wealth as one moves up in his career and … Continue reading

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Money Saving Tip: Pay Your Real Property Tax Early (Updated)

When do you pay your annual real property tax? Sec. 60 of the Real Property Tax Code (or PD No. 464) states: “Payment of real property taxes in installments. — Real property taxes may, in the discretion of the taxpayer, … Continue reading

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How to buy IPO shares with only PhP 25,000 or less

When there are popular Initial Public Offerings (IPOs), many times the shares are over-subscribed and small investors can be left out of it because stocks are usually taken by large investors through their stockbrokers. This is now addressed by the Philippine Stock Exchange‘s … Continue reading

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Sun Life #Money4Life: Helping Filipinos plan for financial independence

Frankly, I came to this Sun Life event thinking it was one where we would listen to financial planners give a short talk on personal finance and maybe learn about new product offerings. I never expected this event to be about ME!!! … Continue reading

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iCon 2016: Investing is for Everyone

The biggest annual investment conference is back and is now on its 4th year with a brand new roster of speakers known in the Philippine financial industry. Among them are my good friends Randell Tiongson (the organizer of iCON) and Marvin Germo, an … Continue reading

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The Art of Minimalism and Creating Liquidity

After over a quarter of a century of marriage and four kids, I have seen how stuff in the house has accumulated, piled up and taken up precious real estate space at home. It was not so bad when it … Continue reading

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