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2 No-Brainer Ways To Keeping Your Money Safe And Avoid Stress

December 17, 2018 Carlos Leave a Comment

Invest and Diversify To Keep Your Money Safe

We all know that investments come with risks. As American entrepreneur, Robert Arnott said, “In investing, what is comfortable is rarely profitable.” For instance, you can always put your money in the bank. You know you won’t lose anything. Your money’s safe! But, you also won’t be gaining a lot from it — aside from the meager interest of course. Or, you could invest it in stocks where there is a risk of you losing some money, but also a possibility of gaining a lot depending on how the stock market moves.

How Do You Grow Your Money, Keep It Safe, and Avoid Stress? Keep reading and you’ll learn two simple ways to do it.

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Insurance, Mutual Funds, Saving and Investing

The Living, The Dead, And The Money

October 31, 2016 Carlos Leave a Comment

One of the most important questions I got from a client was this: “What happens to my investment when I die?”

Sooner or later, we will all have to ask that question.

It is my hope that by writing this article, you will also come to realize the real role of money in our lives.

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Insurance, Money Talk, Saving and Investing Insurance, Money, money mistake, Mutual Funds, Real Estate

When is Travel Insurance Necessary?

September 18, 2015 Carlos Leave a Comment

To frequent travellers, the following should be familiar:

Lost your baggage
Trip cancellation
Medical emergency

Just being aware that these things could happen to you or anyone who travels should make you realize that getting travel insurance coverage is in fact a smart move.

Let’s take a look at your options so you’ll be able to decide for yourself where Travel Insurance is necessary or not.

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Insurance Travel Insurance

Life Insurance: 3 Reasons Why Superman Doesn’t Need It and 5 Reasons Why You Do

July 15, 2013 Carlos 1 Comment

Life Insurance Is a Risk Management Tools

Death, disability, illness are the sad facts of life that could take a toll in one’s finances. And it could happen to anyone, sometimes in a very unexpected moment.

Life Insurance is a Financial Planning tool that every Filipino should know how to use properly.

As a general rule, you SHOULD get a life insurance policy if:

1. You have a spouse and/or children.
2. You have an income.
3. You have health.
4. You have wealth and assets.
5. You have dreams.

Unless you are superman, you should not do away with Life Insurance.

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Consumer Guide, Insurance, Money Talk Disability Insurance, Financial Planning, Health Insurance, Life Insurance, Life Insurance Philippines

The Financial Planning Pyramid

June 23, 2013 Carlos 1 Comment

Finacial Planning Pyramid -- PeraTree.com Financial Planner in the Philippines.

There are many ways to approach financial planning, but most financial planners recommend using the Financial Planning Pyramid Approach.

The Pyramid has the following components:

Wealth Foundation
Wealth Accumulation
Wealth Preservation
Wealth Distribution

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Insurance, Money Talk, Retirement, Saving and Investing College Fund, Emergency Fund, Financial Plan, Financial Planning Pyramid, Insurance, Mutual Fund, Retirement Funds, Wealth Accumulation, Wealth Distribution, Wealth Foundation, Wealth Preservation

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FAMI Mutual Fund Advisor

Hi there. I am your host, Carlos Velasco.

I hate scam.
And I am allergic to hype.
As your FAMI Mutual Fund Advisor,
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