How to Choose Your PERA Administrator
PERA

How to Choose Your PERA Administrator

RedditPinShare10TweetShareClipVibeWhatsAppTelegramPrintEmail10 SharesOne positive and fairly recent development in retirement investing in the Philippines is the entry of another industry player whose goal is to bring the Personal Equity and  Retirement Account or PERA to the masses. As I shared in my post, New Updates on PERA, ATRAM joined BDO and BPI to become one of the three (3) PERA administrators accredited by the Bureau of Internal Revenue (BIR) with its PERA by Seedbox platform.   With this new PERA entrant, I believe it’s high time that we take a closer look into the importance of choosing your PERA Administrator. In

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3 way to Top UP Your BPI PERA Account
PERA

3 Ways to Top Up Your BPI PERA Account

RedditPinShare23TweetShareClipVibeWhatsAppTelegramPrintEmail23 SharesAfter opening a Personal Equity and Retirement Account (PERA), our next step is to make sure that we top up our account every year. In this post, I will share three ways to top up your BPI PERA account. Yes, there are only three ways to do it. But before we proceed, in case you’re not familiar with PERA yet, you can read these related posts: What is PERA and Why You Need One Right Now?  Ultimate Guide to PERA Investment Instruments 1. Personally visit BPI Buendia Center in Makati If you’re in Metro Manila, the easiest and most

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et Free Insurance BPI Save Up
Back to Basics

Make your money work harder by getting free insurance with BPI Save Up

RedditPinShare4TweetShareClipVibeWhatsAppTelegramPrintEmail4 SharesI’m always looking for ways to make my money work harder. When I first learned about BPI Save Up more or less 10 years ago while I was still working at a BPO, I immediately opened one. I got to have automatic savings and free insurance? What’s not to like? Why not let my money do two things, instead of doing only one thing? Unfortunately, when I changed jobs my payroll bank account also changed. I didn’t bother keeping the BPI Save Up account active. After years of dormancy it became a regular savings account. I recently decided to

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Ultimate Guide to Philippine Index Funds
Investing

The Ultimate Guide to Philippine Index Funds

RedditPin11Share2.5KTweetShareClipVibeWhatsAppTelegramPrintEmail2.5K SharesUpdated on 03 September 2019 Many of us are already aware of the advantages of investing in index funds but are having a hard time choosing which fund to invest in. We are enticed by a dizzying array of index fund options, ranging from mutual funds, UITFs, and even an ETF, with their respective pros and cons. Although there are a lot of information available online, it is hard to sift through the hype. So I decided to conduct my own extensive and thorough research (I hope) and create the ultimate guide to Philippine index funds that is easily accessible

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Katie Scarlett

Katie Scarlett

is a personal finance advocate working towards achieving financial independence and early retirement (FIRE).

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