These articles are written by GEN planners to share their views on various financial planning topics that they are passionate about.

We hope that these articles will help you to better understand the topics discussed and make more informed financial decisions.

Investing in Hedge Funds – United Asia Pacific Diversified Strategies Fund

Investing in Hedge Funds – United Asia Pacific Diversified Strategies Fund When it comes to investing, a “hedge” is defined as an investment to reduce the risk of adverse price movements in an asset.  The [...]

Insurance for People with Diabetes – What are Your Options?

Insurance for People with Diabetes - What are Your Options? What is Diabetes All About? In Singapore, diabetes is a serious growing health crisis, with over 400,000 Singaporeans living with the disease. 1 in 3 [...]

Retirement Planning: How should you complement your CPF-Life Annuity?

Retirement Planning: How Should You Complement Your CPF-Life Annuity? Me: Have you thought of retirement? Client: Retirement?!?! Nah..I'm too young for it..retirement planning is for the old!  Anyway I have CPF for retirement! Me:  [...]

Joint Retirement Planning – Blind spots for YoYo Parents

Joint Retirement Planning – Blind spots for YoYo Parents A recent conversation with a client (husband and wife) who has 2 teenage children. Client: “I have made it clear to them.  I will provide [...]

Retirement – Where Do Annuity Fit In

Retirement – Where Do Annuity Fit In Client: Why do you ask me to consider planning for income until age 100 when on average, I’m looking at about age 80? Me: Because when it [...]

Legacy Planning – When should you use “3-Generation (3G) Insurance Plans”?

Legacy Planning – When should you use “3-Generation (3G) Insurance Plans”? According to Investopedia, Legacy Planning is a financial strategy that prepares a person to bequeath his or her assets to a loved one or [...]

Education Planning : Education Planning Concerns For Families With 2 Children And More

Education Planning : Education Planning Concerns For Families With 2 Children And More Every parent knows saving up for the funds for their children’s education is important. From normal savings accounts, to endowment plans to [...]

Insurance for Dentist – What else besides Disability Income?

Insurance for Dentist – What else besides Disability Income? Being a Dentist is known to be one of the most well paid occupation in the society. It is a niche occupation whereby one has to [...]

Budgeting for a Build-To-Order (“BTO”) or Resale Flat– How Much Do You Need?

Budgeting for a Build-To-Order (“BTO”) or Resale Flat– How Much Do You Need? Conversation between me and a client who bought his HDB flat when the price was at the peak. Me: Don’t you [...]

Understanding Your Company Insurance – Is it a sufficient coverage for yourself?

Understanding Your Company Insurance – Is it a sufficient coverage for yourself? At the age of 24, I developed a bad rash all over my body, and had to visit the doctor once every 4 days [...]

 

 

Disclaimer :

“The information provided herein is intended for general circulation. The views are personal opinion of the writer provided for reference only and do not have regard to the specific investment objectives, financial situation or the particular needs of any recipient. Henceforth, the contents shall not be construed as an offer or solicitation to buy, sell or subscribe for any investment or life insurance product or the giving of advice thereof.”