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There are so many issues that trigger us as Singaporeans, that it’s hard to keep track of things. Taxes, ERP, CEOs, health… The list seems to go on and on. But let me get real with you on [...]

As this will be the final installment of our retirement series, I put together what we have discussed so far over the 10 articles as a summary here. A survey was done in 2010 to understand the [...]

This is the 9th instalment of our retirement series. In my previous writings, I shared how I used our proprietary tool “RetireWell” to give our client David (aged 59), a reliable income stream [...]

This is the 8th instalment of our retirement series. In my previous writings, I shared how I used our proprietary tool “RetireWell” to give our client David (aged 59), a reliable income stream [...]

This is the 7th instalment of our retirement series. In my previous writings, I shared how I used our proprietary tool “RetireWell” to give our client David (aged 59), a reliable income stream [...]

This is the 6th instalment of our retirement series. In my previous writings, I shared how I used our proprietary tool “RetireWell” to give our client David (aged 59), a reliable income stream [...]

This is the 5th instalment of our retirement series. In my previous writings, I shared how I used our proprietary tool “RetireWell” to give our client David (aged 59), a reliable income stream [...]

This is the fourth article of our retirement series. Throughout the past articles over the past months, we talked about how we helped our 59 years old retiree client, David, to have a reliable [...]

Low costs, consistent results – what’s there not to like about index funds? While there are still managers who can beat the markets, many are unable to do it year after year. In [...]

While there are 2 phases in retirement planning: the accumulation phase and withdrawal phase, in the course of our work, we observed that a lot more emphasis has been placed on the former [...]

Over a business lunch recently, one senior gentleman was relating to me on how his private banker tried to sell him a financial product. It was an equity-based investment meant to give a certain [...]