Financial Literacy

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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budgeting for beginners

How much should you save each month?

Saving money can be difficult, especially when you’re not sure how much you should save each month. You may have heard that you should be saving 10-20% of your monthly income, but what does that really mean for you? When it comes to saving money, there is no one-size-fits-all answer. The amount you should save …

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financial check-in

Mid-Year Financial Review: Are You Still On Track With Your Financial Goals?

Staying on top of your finances is important all year round, but it’s especially crucial to do a mid-year financial review to see how you’re doing so far. Ideally, a mid-year financial review is important to ensure that your funds are spent strategically and you’re not over or underspending at the end of the year. …

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