Do you know to do Financial Planning the CSI Way?
This is not through the Crime Scene Investigation Way but through The Millennial Wealth Planner’s CSI Way.
CSI stands for…
Tag: Insurance
Are you single and living the life? #YOLO!
A young independent professional living on his own.
Maybe you help pay mommy and daddy pay the bills for the cable and Internet but you know mommy and daddy can handle the bills themselves?
Have you been approached by a life insurance agent, financial advisor, or wealth planner about Life Insurance with Investment or VUL?
And told them you don’t need VUL yet?
They ask, “Why?”
And your answer is straight and simple: “I’m Single!”
Continue reading “Top 5 Reasons Why You Need Life Insurance Even If You are Single”
Do I still need a VUL Plan if I already have an online stock trading account?
Is there a difference between the two?
Aren’t they the same? Both have investments right?
The answers are YES and NO.
YES, they both have investments.
But NO, they are not the same.
Continue reading “I Already Have an Online Stock Trading Account, Do I Still Need a VUL?”
To all graduates, congratulations!
Welcome to the awesome world of work!
I remember the moment I received my first paycheck.
The proud feeling of being able to earn and be a productive member of society.
But what I don’t remember is how I spent my first paycheck .
Or how I spent the succeding ones on my first years of work.
If you are a fresh graduate, I hope that through this article, you will not commit the financial lessons I or most of my batchmates learned the hard way.
I believe that this article is not only for Fresh Graduates but for everyone who is seeking Financial Freedom.
Continue reading “Top 3 Financial Mistakes of Fresh Graduates”
We are often martyrs when it comes to LOVE.
We do everything just to make those we most love happy.
We are willing to sacrifice ourselves for the sake of LOVE even to the point of sacrificing our future and drowning ourselves into debt.
Continue reading “Is It Okay to Go Into Debt Because of Love?”
President Duterte enacted the TRAIN bill into law last December 2017.
This means that the take-home pay of employees will increase.
This article will focus on how much your income will increase (as an employee) and some tips on how to use it wisely.
It’s already October 2017.
3 months to go and it will be the start of a new year!
Before you know it, it is already 2018 and you will be doing again your “NEW” new year resolutions.
But before you do that, let’s do a review of your 2017 Financial Goals.
According to a study, 70% of deaths in the United States is caused by Cancer, Stroke, and Heart Attack.
Given our current food choices, stressful environment and unhealthy lifestyle, having critical illness is just a matter of time.
But the main question is: Can you afford to be sick?
Continue reading “Top 3 Reasons Why You Should Get Protected From Cancer”
Our 20’s is the time when we YOLO (You Only Live Once)!
We earn and spend! We enjoy life not thinking about tomorrow!
And why should we? We are in our prime! We can always double our work and we have all the time.
But this is not always the case. What you do in your 20’s will dictate how you will live the rest of your life.
Below are the 5 Financial Checklist that you should have accomplished before you reach your 30’s: Continue reading “Accomplish this Financial Checklist before your 30’s”
VUL stands for Variable Unit Linked or Variable Universal Life. It is a financial product that provides life insurance and an investment feature.