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Now that we have secured a portion of the retirees’ desired income using the RetireWell™ Income Bucket, let us look at how we can invest the rest of their money in the other buckets to [...]

One of the key features of the RetireWell™ planning methodology is to have a portion of assets set aside with the aim of producing a fixed and constant stream of income, rain or shine. [...]

The mechanisms we discussed in the previous chapter are especially important because one of the key success factors to reach the financial aspects of our retirement goals is the ability to [...]

When it comes to retirement planning, it is important to consider two phases: accumulation and withdrawal. However, our experience has shown that more emphasis is often placed on the accumulation [...]

To get ready for your retirement, or your financial independence, you will need a recurring stream of cash flow. We often have clients seeking our help to evaluate certain financial products [...]

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 [...]

In a recent webinar, I covered the merits of using Tracker Funds in your portfolio. They are gaining massive momentum and anyone looking for long-term returns MUST understand them. In the [...]

I get a lot of questions from clients about what is happening in the global stock market so I thought this was a good time to reflect on what it means to be a ‘good’ investor. No matter what you [...]

If your life is anything like that in my home and office, the 2018 FIFA World Cup has completely overtaken your life and schedule. Suddenly, 2AM kickoffs at the local pub or kopitiam are normal. [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost funds so [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

  Learn about a better way to invest based on evidence. This film reveals all about the investment industry and markets, and find out why you should invest using a portfolio of low-cost [...]

I am writing this column on a plane, on my way back home from Mauritius, having just finished 3 days of speaking engagement to a group of financial services people there. I have always enjoyed [...]

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 [...]

Sometime in September last year, The Business Times reported that the average insurance coverage of a Singaporean is equivalent to only one year of his/her income. And according to an OCBC survey [...]

A common question posed to me at conferences and panel discussions is: “Can we retire in Singapore?” It seems that many Singaporeans are worried that they can’t. So what does it take to retire in [...]