Portfolio Review Philippines: 5 Steps for Your Year-End Check
Most Filipino investors check their portfolios when markets are moving sharply, but rarely sit down for a structured review during calm periods.…
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.
13th Month Pay Philippines: 5 Smart Ways to Use It Wisely
By law, every rank-and-file employee in the Philippines is entitled to 13th month pay, usually released by December 24. For many households,…
Financial Planning for Solo Parents Philippines: 6 Steps to Build Stability
Raising children on a single income brings financial pressures that two-income households often don’t face — every peso has to stretch further,…
Credit Score Philippines: 5 Steps to Build and Improve Yours
Credit scores are becoming more relevant in the Philippines as more banks, lenders, and even some landlords check them before approving applications.…
Education Fund Philippines: 5 Ways to Save for Tuition
Tuition costs in the Philippines tend to rise faster than general inflation, making it one of the largest predictable expenses a family…
Financial Planning for Newlyweds Philippines: 6 Steps to Start Strong
Merging two financial lives is one of the biggest adjustments of married life, and it often gets less attention than the wedding…
New Year Financial Reset Philippines: 5 Steps for a Fresh Start
January is the month most Filipinos make financial resolutions, but few have a structured way to actually follow through. A New Year…
Christmas Budget Philippines: 6 Tips to Avoid Holiday Debt
Every January, many Filipino households face a familiar problem: credit card statements and informal loans (“utang”) that piled up during the holidays.…
Year-End Financial Checklist for OFWs: 5 Steps to Finish Strong
December is more than just the holiday season for overseas Filipino workers — it is also the natural point to pause and…