Mid-Year Money Check-In: Are You Still on Track for 2026?
Halfway through 2026 already? Here's a simple, honest mid-year financial check-up to help you see where you stand and what to fix…
Personal Financial Planning
Personal Financial Planning
Practical articles on estate planning, succession, retirement, and corporate advisory in the Philippines — written by CPA and CTEP® Sarah Songalia.
Wedding Budget Philippines: 5 Smart Steps Engaged Couples Should Take
February is the season of proposals in the Philippines, and many newly engaged couples spend the months that follow dreaming about their…
Subscription Audit Philippines: 5 Essential Steps to Cut Costs This January
Every January, many Filipinos finally sit down to review their bank and credit card statements after the holiday spending rush. One of…
New Year Money Traditions Philippines: 5 Surprising Customs and What They Teach About Saving
From the 12 round fruits on the table to wearing polka dots at midnight, Filipino New Year traditions are full of symbols…
Investment Scam Red Flags Philippines: 5 Essential Warning Signs Before You Invest
Every October, the Securities and Exchange Commission leads Investment Consciousness Week to remind Filipinos how easy it has become to fall for…
Typhoon Season Financial Preparedness Philippines: 5 Essential Steps to Protect Your Money
Typhoon season Philippines runs from roughly June through November, with August often bringing the heaviest rains and widespread flooding. Beyond the inconvenience…
School Year Financial Checklist Philippines: 5 Essential Steps Before Classes Start
A school year financial checklist Philippines families can run through each June makes the back-to-school season far less stressful. Beyond tuition and…
Financial Wellness for Small Business Owners Philippines: 5 Essential Steps to Stay on Track
Financial wellness for small business owners Philippines often takes a back seat to the daily demands of running the business itself. Many…
Financial Planning for Freelancers Philippines: 5 Steps to Build Stability
Financial planning for freelancers Philippines is different from the typical 9-to-5 playbook. Without a fixed payday, automatic payroll deductions, or employer-sponsored benefits,…