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Financial Services MoneyPH

Our Current List of Financial Services are as follows:

We offer from small and medium investors the most important pillars of a good investment: Security, Income and Growth. It is our advocacy to promote financial awareness which provides practical tips on the following financial services:

Savings - Saving is income not spent, or deferred consumption. Methods of saving include putting money aside in a bank or pension plan. Saving also includes reducing expenditures, such as recurring costs. In terms of personal finance, saving specifies low-risk preservation of money, as in a deposit account, versus investment, wherein risk is higher.

Proper Handling of Debts (credit card, loans, and etc.)
A debt is an obligation owed by one party (the debtor) to a second party, the creditor; usually this refers to assets granted by the creditor to the debtor, but the term can also be used metaphorically to cover moral obligations and other interactions not based on economic value.

Wealth Accumulation - The modern understanding of Wealth is the abundance of valuable resources or material possessions. This excludes the core meaning as held in the originating old English word weal, which is from an Indo-European word stem. In this larger understanding of wealth, an individual, community, region or country that possesses an abundance of such possessions or resources to the benefit of the common good is known as wealthy.

Estate Creation and Estate Conservation
An estate is the net worth of a person at any point in time alive or dead. It is the sum of a person's assets – legal rights, interests and entitlements to property of any kind – less all liabilities at that time. The issue is of special legal significance on a question of bankruptcy and death of the person.

Depending on the particular context, the term is also used in reference to an estate in land or of a particular kind of property (such as real estate or personal estate). The term is also used to refer to the sum of a person's assets only.

Techniques on Income Replacement - Retirement is the point where a person stops employment completely. A person may also semi-retire by reducing work hours.

Many people choose to retire when they are eligible for private or public pension benefits, although some are forced to retire when physical conditions no longer allow the person to work any more (by illness or accident) or as a result of legislation concerning their position

Educational Funding - It is said that a good education is the best gift a parent can ever give to their children. It is a child’s passport to a brighter future! The start reality of life is that an individual’s working career is usually dictated by the level of education they have obtained. The higher the level of education the better the career opportunities that seem to avail themselves.

Retirement Savings - A retirement savings account is a type of retirement plan account that is envisioned to replace all three different types of individual retirement accounts

We will consider it a privilege to be consulted by you and your loved ones for financial awareness and literacy programs. We conduct a one on one meeting or group presentations at no cost. Just let us know your most convenient time to arrange the appointment.


Money Matters Philippines

Mutual Fund
Health Care
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Non-Life Insurance
Real Estate

News, Articles and Updates
* Disturbing Ideas
* I Can't Save Now!
* 5 Simple Ways to Financial Independence

Learn How to Create Wealth and Achieve Financial Freedom
How to Increase Cash Flow?
The Law of Building Wealth.
The Rule of Money
The Wealth Formula
Fundamentals of Investments
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The Basics of Financial Planning
The Six (6) Steps to Financial Freedom
How Money Works

The Different Sources of Passive Income
How to Create Multiple Passive Income Streams
Investment Vehicles and Strategies

How To Get Out of the Debt Trap
Successful Investment Principles
The Spiritual Side of Money

Quotes About Money

Weve got to put a lot of money into changing behavior.- Bill Gates

Money is better than poverty, if only for financial reasons.- Woody Allen

Ive got all the money Ill ever need, if I die by four oclock.- Henny Youngman

Money Matters Philippines - About - Financial Services - Series Outline - Opportunities - Terms of Use - Contact Us

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We are not responsible for any mistakes in information materials, written or any other kind.