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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 [...]

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 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 [...]

Part of our job as a fee-only retirement financial advisory firm is to evaluate the investment products/proposals that our clients receive from the financial institutions that they have [...]

As wealth managers, are we still taking time to truly understand clients’ needs? Whatever happened to the consideration to recommend what is best for clients’ profitability? Where is that fiduciary [...]

Banks are fiduciaries and should place customers’ interests ahead of shareholders’. Banks are for transacting, not advice. Once upon a time, on a sunny island in Southeast Asia, lived more than 4 [...]