Papa Jack and Isaac Smiling

How do you talk to kids where money comes from?

So, how do we get our money? How do we handle this question? Because that’s surely a question your child will ask you at some point. And this is a great opportunity to talk to them about how people earn money. I grew up poor and because of that my parents always talked to us […]

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3 cars Parked outside

3 Benefits of Not Owning a Car

You wake up in the morning.  Sip a cup of coffee.  Exercise a bit. Have a refreshing shower.  Brush up your suit and head to work.  Early in the morning, you drive up your car which you have been using for 10 years. Park it on the best spot in your office building.  Then after […]

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Trusted Financial Advisor

How can you spot a Trusted Financial Advisor?

The Financial World has been filled with a lot of the so-called super financial Analyst in social media.  Many of the so-called financial advisors, would go to your house, visit you in your office, call you for an appointment or send you an unsolicited email.  These are just a few of the many strategies financial […]

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Clients Complaints on Financial Advisor

Famous Complaints about Financial Advisors?

Being a financial advisor is one of the challenging jobs I’ve ever ventured. The infinity of knowledge and the luxury of opportunities are just some of them. In the past years of handling clients, I have seen some major concern on how we manage clients who would like to engage on your proposals. With this […]

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3 Effective Ways to Financial Success?

Understanding your financial status is the initial step to your financial success.  There are a lot of ways to know your financial status but I have derived 3 effective ways to consider in attaining financial success. 1. Beware of your Assets And Debts Whenever I sit with my clients.  The first question to ask how […]

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5 Reasons to Financial Fitness

5 Reasons to Attain Financial Fitness

Over the course of my financial fitness advisory has been enjoyable yet challenging in servicing and creating the most attractive way for my clients to learn and apply the best way to enhance their capability for financial growth.  The following are the 5 helpful tips to financial fitness. 1. Understand where you are right now. […]

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Image-Unsetnt Letter to Dad

Unsent Letter to my Dad

Have you ever written a letter that you have never sent? My father and I had a rough relationship growing up. I had not felt his presence even though he is with us at home. We never felt his authority as a father. A year before his tragic death I wrote this letter to my […]

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Happy Family

How Important is Life Insurance?

Certainty is the fuel to success. When you are certain to anything it is always the sure bullet to attain success in life. However, we live in a world of uncertainty. For this reason, we use some tools in order to avoid huge losses on our savings in an event of unexpected happenings. In this […]

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