Your Financial Plan

[rasee16]

Wow this thread is really inspiring.. Makes me think din on what I already have and what I want to achieve pa in the future.. I'm 28 yrs old, still single

-Stocks from COL - long term investment for my retirement

-3 Mutual fund accounts in Sunlife (equity, balanced and dynamic fund)

-Mutual fund account in philequity (equity)

-Mutual fund account in FAMI (equity)

-Sunlife insurance policies (flexilink, maxilink, sun assure) - for income protection. but I will also use it for my home loan as MRI

-Savings and checking accounts (BDO, BPI, Metrobank) - this is for daily operational expenses and emergency fund

-Existing studio unit - I plan to rent this out pag turnover ng isang condo next year

My plan is just to increase my income so I can boost all my investments and pay off my home loan. So hopefully more projects to come pa.

[shyreen]

I'm 25 and so far ito palang meron ako:
- 1 VUL Pru Life UK
- Stocks in COL
- House & Lot (I bought it for my parents, next week move in na sila. Thinking kung need ko pa bumili ng sarili ko pero parang I'm not interested na since si bf nakabili nadin ng house para samin)
- Konting savings in BOfA
- 2 farm lots (Passive income for my family)
- 1 House and 1 Room for rent

Plans for this year
- Finish car loan
- Advance payment for house loan
- Emergency Fund (for my parents - target in May)
- Educational Fund (for my younger sister)
- Savings for my future wedding (kahit di pa nagpropose si bf, excited lol!)
- Finish building my personal emergency fund (target in June)

Plan ko din siguro in 3 years from now is to buy a condo unit para iparent. Unahin ko na muna tapusin yung mga loans.

[happynlove]

Here's what I already have:
Age 27, single
Life insurance c/o PruLife - got this when I was just 22
Emergency fund - half in bpi maxi-saver, half invested in bpi bond fund
Savings - monthly savings Via bpi save-up with insurance, savings via coop
Memorial plans - have just signed tonight up for 2 memorial plans

Investments:
 Stocks, uitf in bpi and bdo, mutual fund

Next target:
Ossuary columbary
1 business to cover memorial plans expenses
House & lot - in progress of shopping/quotation requests; still undecided if I should postpone buying h&l and buy the condo first in one of the newest business district to have it rented out
1 more memorial plan for me (least priority since I already have life insurance)

Mejo mabigat sa bulsa yung memorial plans so sana makahanap na ko ng ieextra business. Mukhang hindi ko mapapagsabay ang h&l and memorial plans pag wala pang extra income 
For those who are single like me, we need to take advantage of this time na single tayo 😆 Marami tayong magagawa and mapPlan