Sunday, September 23, 2012

What Keeps Me Busy Lately

It has been a long time since I last posted in this blog. Sorry about that. I'm actually busy doing my case study for the RFP Program that I took last July. Our task is to present a case on financial planning for a client. This financial plan consists of cash management, education (for those with kids), protection (insurance), and retirement. It took me a long time to figure out who will be my client, I finally found one, and they are close to me all along. I won't go much into the details, but I'm happy that I finally have a "client" for the case study. It's time for me to hold my White Collar marathon for a while and start doing the paper which is due 2 weeks from now. I just hope I'll pass the defense. Wish me luck.

I'm sorry, Neil. But I'll see you in two weeks, sweetie. :)
Photo source


Saturday, September 1, 2012

My Insurance Query Answered

During our Investment Planning class with Mr. Randell Tiongson, I asked him whether I should get another insurance policy aside from what's offered in our company. I'm single and have no kids. I'm not the bread winner in our family, but I contribute every payday. I know insurance is important because I want my family secured in case, you know, I die and go to heaven. :)