How is my Financial Health, Doc?

Play that funky RRIF White Boy - Part 2

What is a RRIF (Registered Retirement Income Fund)? What do you need to know now that will serve you 30-40 years later? Don't wait until retirement age to understand this!

Play that funky RRIF White Boy - Part 1

What is a RRIF (Registered Retirement Income Fund)? What do you need to know now that will serve you 30-40 years later? Don't wait until retirement age to understand this!

How do you know you have a good financial advisor?

You are "working" with a financial advisor. Is she/he working with your best interest at heart? Does she/he exercise her/his fiduciary duty towards you? Or is she/he another salesman? How can you tell? Well, this is what an insider can share with us.

Mea Culpa (Mark)

Another episode in the series of Mea Culpa. This time, we learn from Mark.

Mea Culpa (The Host - Vu)

In Medicine, we have M&M (Mortality and Morbidity) rounds where we learn of other's cases and mistakes. In Personal Finance, there are none until now. My father taught me "if I tell you there is a trap there, why would you still go there?". Dumb people never learn from their mistakes. Smart people learn from their own mistakes. Wise people learn from other's mistakes. This is a series of real learnings from real people.

Being financially self-sufficient with Life Insurance

Healthcare professionals work hard. However, it is all we know how to do well. Break free from the conventional use of money. Learn how you can save with intent and efficiency with Life Insurance.

Do you know what road you should be on?

Succeeding in personal financial security and wellness takes more than just knowing you are invested and what stocks to purchase. The secret is knowing what strategy you need to use to get to your end goal.

Making a Case for Participating (PAR) Life Insurance

Here is another type of Life Insurance you should understand before make your final decision on what is appropriate for your strategy. Know the advantages and drawbacks of this type of product to fully appreciate its value in your financial portfolio.

Making A Case for Universal Life Insurance (UL)

Want your cake and eat it too? Well, now you can have Life Insurance and Invest or Save too. Learn how this vehicle can meet your financial strategy. But also recognize some of the flaws.

Making A Case for Term Life Insurance

What can be simpler than Term Life Insurance? It is the basic Life Insurance we can purchase. But do we all need it? Who should need it? Why should we have it?