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You are here : AAFP Philippines » Archives for Retirement Planning

Sun Peso Provider – Guaranteed Insurance Plan with Endowment

Posted On Monday, 25 Jul 2011 By Garry DC. Under Insurance, Retirement Planning, Sun Life Products  Tags: sun peso provider  
Sun Peso ProviderIn one of the many presentations I've done lately, one person asks. "Aside from Variable Unit Linked (VUL) Insurance (referring to Sun Maxilink Prime), what limited, guaranteed pay insurance of Sun Life can you recommend? I want the ones that give endowment benefit and dividends. I'm sure Sun Life ... Read More
7 Comments

Sunlife’s Sun Flexink – Your Link to Financial Security (Older Brother of Sun Maxilink Prime)

Posted On Tuesday, 21 Jun 2011 By Garry DC. Under Insurance, Retirement Planning, Sun Life Products, VUL Plans  Tags: sun flexilink, vul plan  
flexilink3As I promised in my last post "In Search for Best Educational Plan - 2 Mother's Dillema", I'll discuss more about Sun Flexilink. When I say 'Sun Flexilink is the older brother of Sun Maxilink Prime', what I meant was simply Sun Flexilink was introduced first. It was 2004 when ... Read More
4 Comments

Don’t Just Save – “INVEST” The Story of 2 Lolas

Posted On Tuesday, 22 Mar 2011 By Garry DC. Under Mutual Funds, Retirement Planning, Stocks  Tags: early retirement, Mutual Funds, retirement planning, stocks  
Retiring HappilyI've been a follower of Bo Sanchez since year 2008. And I must say that Bo Sanchez is one of my biggest influence why I want to be filthy rich, not just Financially Independent. Not because I want to buy latest sports car or build the biggest mansion. But simply ... Read More
5 Comments

Presidents of 2 Largest Insurance Companies in the Philippines Retire

Posted On Saturday, 01 Aug 2009 By Garry DC. Under News Articles, Retirement Planning  Tags: early retirement  
July 31, 2009 marks an unsual event in the history of Philippine Life Insurance industry as presidents of the two largest insurance companies in the Philippines retire on the same day. Here's an article from Manila Standard Today by Maya Baltazar Hererra, in her column "Integrations" entitled "What's Your Next Mountain?" After ... Read More
1 Comments

Why do we need to Plan for Retirement? Inflation – The Silent Money Killer

Posted On Saturday, 07 Feb 2009 By Garry DC. Under Retirement Planning  Tags: Inflation  
At my age of 29, a lot of people find it odd when I talk about Retirement and how I prepare for my own retirement. They would always say 'Bata bata mo pa, retirement na agad ang iniisip mo".  I can't blame them.  Maybe they just have to see the ... Read More
4 Comments

Don’t Put Your Retirement Fund in the Bank

Posted On Friday, 09 May 2008 By Garry DC. Under Facts and Theories, Mutual Funds, Retirement Planning  Tags: money matters, Mutual Funds  
bank_clipartFor this post, I'd like to borrow Bo Sanchez' Chapter 30 story of the '8 Secrets of the Truly Rich' that differentiates the spender from a saver and from an investor. According to that chapter, there were three (3) salesmen, James, Jim and John. The three of them got a ... Read More
3 Comments
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    AAFP Philippines

    Garry De Castro
    Manila / Bulacan / Bataan, Philippines

    All About Financial Planning Philippines (AAFP Philippines) is a blog initiated by Garry Zaldy De Castro with the mission of spreading awareness about Personal Financial Planning / Financial Management.

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