Preparing for a financially secured future can be quite overwhelming. But for starters, there is an easier way to go about it. This is a Product Solutions Chart designed by Sun Life Financial to guide you in identifying your financial needs and priorities. It also suggests solutions to address each need and gives you advise on how to turn your plans into action. CLICK HERE TO VIEW THE FULL SIZE OF THE PRODUCT SOLUTIONS CHART Read More →
Interview with Marie Rose Mutia As a Financial Advocate 1. What convinced you to join the It’s Time advocacy? When I learned about It’s Time, I never doubted to join the advocacy because I’ve seen and felt the effects of taking time for granted in terms of financial planning. I wanted to be part of this advocacy not just for myself but also for the people I care about the most — my family and friends, and perhaps, others who also want to achieve financial independence. 2. ... (more...)
Heeding the Wake-Up Calls Marie Rose learned financial planning very early, at the age of ten, to be exact. Candidly, she reminisced about the small beauty parlor that served as their family’s main source of income after her father died. Together with her mother, she struggled to survive and vowed to study hard in order to land a job. (more…) Read More →
5 years ago, I made a list of things I want to do before I reach age 30. I wanted my family to have our own house, I want to bring my parents to a vacation and I want to study again. Fast forward to last year, November 8, 2008… My 29th birthday was also the day my 21 month-old son passed away. All of a sudden my life stopped. I was this clown who would put on a happy face for everyone but is so broken deep inside. (more…) Read More →
Savings or Investments? Where do you put your money? One of the more embarrassing questions I’m often asked by friends, family and colleagues is where do investment managers like us, put our money. Like most people, our hard-earned money is generally allocated between our savings/checking account, and whenever there’s some left over, our investment account. From someone whose job is making sure the company makes the right investment decisions, these two accounts can serve very different... (more...)
