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The Financial Planning Pyramid

by 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

Your Financial Life: Different Periods and Needs

by Carlos 1 Comment

Since you have different financial needs at each stage of your life, it follows that you should also prepare for different financial plans for each. But as you notice, there are things that should always be in place like the emergency fund, life insurance and investments.

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Insurance, Real Estate, Retirement, Saving and Investing College Fund, Emergency Fund, Financial Plan, Financial Planning, Health Insurance, Investment, Life Insurance, Pension Plan, Retirement

How To Setup An Emergency Fund

by Carlos 6 Comments

Think of an Emergency Fund as your Touch-Me-Not Money. You just don’t touch it no matter what happens. That is, until necessary.

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Saving and Investing Emergency Fund, Money Market Fund, Mutual Fund

How To Jumpstart Your Personal Financial Engine

by Carlos 3 Comments

Money has affected every facet of our lives since the day we were born. Unless you are still in the caves, it’s not so hard to agree with Madonna: “We are living in a material world!”

Since we will be dealing with money for a much longer period of time, here are some good ways to jump-start your personal financial engine.

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Money Talk Emergency Fund, Life Insurance, Risk Appetite, Risk Profile

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