Financial Literacy

Fintech Plentina Unveils First Investment Robo-Advisor in the Philippines

As a passionate advocate for personal finance, I had the incredible opportunity to attend Plentina’s Demo Day on August 9, 2023, at QBO Innovation Hub in Makati, where they introduced the first investment robo-advisor in the Philippines. Prior to this, I had the privilege of attending Plentina’s virtual press event titled “Beyond the Paycheck: Tackling …

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financial-inclusion

JA SparktheDream: Empowering the Next Generation of Financially Savvy Filipinos

As parents, we all want the best for our children. We want them to grow up to be responsible, independent, and successful individuals. One of the most important skills we can teach our children is financial literacy. In the Philippines, where money is often a sensitive topic, it is crucial that we start educating our …

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women as chief financial officers

Empowering Women in Household Financial Management: A Celebration of Their Role this International Women’s Month

The role of women in managing family finances has been undeniably crucial but often overlooked. As the world celebrates International Women’s Month this 2023, it is essential to recognize the power and strength of Filipina women in managing household finances and empower them to take charge of their family’s financial future. Historically, women have been …

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financial meetings

The Ultimate Guide to Holding a Successful Year-end Family Financial Meeting

The year-end is a special time of the year when families and friends come together to celebrate the past year and look ahead to the next. For many Filipino families, it’s also a time to assess their financial situation, discuss budgeting strategies for the upcoming year, and make plans for long-term financial success. My husband’s …

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