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Many of us know that it is important to invest our money wisely so that we can reach our financial goals. These include goals such as retiring comfortably, funding our children’s education, [...]

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 [...]

In early September, Deputy Prime Minister Tharman Shanmugaratnam revealed that over the past ten years, more than 80% of CPF investors would have been better off leaving their money in the CPF [...]

In early September, Deputy Prime Minister Tharman Shanmugaratnam revealed that over the past ten years, more than 80% of CPF investors would have been better off leaving their money in the CPF [...]

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 [...]

Most of us own whole life insurance plans. They are meant to protect us against death, disability or a major illness for our entire life. But do we really need insurance cover for our entire [...]

When I started out my career as a financial adviser with an insurance company many years ago, I was taught that insurance products are a good instrument for accumulating one’s wealth. Not only do [...]