Finance Sage for Filipinos

Getting ready to retire ? Here's 6 steps to a worry-free retirement.

Please feel free to message me if you have any questions or clarifications 😍

Great news - we have more time to take advantage of the Estate Tax Amnesty as deadline has been extended to June 14, 2023.

Duterte signs law extending estate tax amnesty Filipinos now have two more years to apply for significantly lower estate tax rates

Are you worried you weren`t able to take advantage of the ESTATE TAX AMNESTY the original deadline of which was June 14, 2021 ?

No worries, the house and senate have both approved extending it for another 2 years.

If you have basic inquiries, I would be happy to reply

Lawmakers OK extending estate tax amnesty period | Jovee Marie de la Cruz To fast-track its enactment, the House of Representatives has adopted a Senate bill extending the period of the estate tax amnesty. The plenary of the lower chamber adopted late Monday Senate Bill 2208 as amendment to the House Bill 7068. This means the bill can now be transmitted to the…

Congrats Sun Life Phillipines 126yrs of helping Filipinos secure a brighter future

126 years of helping Filipinos secure a brighter future Pioneering life insurance in the country in 1895, Sun Life of Canada (Philippines), Inc. (Sun Life) continues to be true to its purpose of helping Filipinos achieve lifetime...

Know the 50/30/20 Rule.

Allocate only 30% of your income to non-essential purchases. Save 20% and spend only 50% on the essential purchases.

Be consistent in savings and see wonders of what this strategy can do.

Ways to boost your income

Simple ways to boost your earnings and build your wealth Do you often fail to make ends meet and usually live from paycheck to paycheck? It doesn’t have to be that way. Here are some of the simple tips that you can try to boost your earnings and build your wealth.

Updates on Local and Global Economy as of May 7, 20221

2021 Philippine and Global Economic Forecast by Sun Life

Do you have specific concerns for your job or industry ? Do you agree with this predictions ?