June 15, 2020Personal finance Financial planning goal: To not need insurance One of the more thought-provoking tweets I saw today is by India-based financial planner @dmuthuk, who tweeted that he no longer needed […]
December 3, 2018Personal finance Insurance Checklist: 5 Policies I Continue To Renew As a financial planner, I am very often asked about insurance, even though my own specialty is in investments and retirement planning. […]
August 5, 2018Personal finance, Travel Photo: DBS star ferry ad in Hong Kong captures UBS, AXA, and Pru in one shot When taking this quick snapshot of Singapore’s DBS bank’s “full boat” on Hong Kong’s star ferry this weekend, I noticed that by […]
February 2, 2018Personal finance, Travel Comparing Travel Insurance: HSBC vs Aimviva Travel Club Those who know me know I enjoy shopping for insurance far more than most people, so it should be no surprise I […]
November 29, 2017November 26, 2017Personal finance Whole life vs term life insurance: the “Buy Term Invest the Difference” calculation Deciding between whole life vs term life insurance should rationally be driven by the numbers, especially the “buy term invest the difference” […]
November 20, 2017Personal finance How much life insurance do I need, and how much should that life insurance cost? How much life insurance you need largely depends on who depends on how much of your future income, while the cost of […]
October 4, 2017October 6, 2017Lists World’s Largest Insurance Companies – Top 146 Listed Insurers by Assets Here is list of the world’s largest insurance companies by assets as of 2017 is based on data from public filings on […]
September 19, 2017October 6, 2017Uncategorized A Critical Look at Critical Illness Insurance: Is It Worth It? Most critical illness insurance policies (also known as “dread disease insurance”) I’ve seen before have looked like a pretty bad deal when […]
March 21, 2017Personal finance, Saving How GFM makes investing simple What is the big difference between investing with GFM vs investing with any of the other financial advisors and brokers in the […]
January 30, 2017February 2, 2018Personal finance Your Financial Life in Hong Kong, Part 5: Insurance This is part 5 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners living […]