Archives

Recent Comments

  • Calvin Yeo { Hi Patricia, yes I do realize that as I have been really busy!! Will be holding a talk to discuss my portfolio with my ex students tomorrow so will put ... } – Sep 22, 11:05 AM
  • Calvin Yeo { Hi SY, I just double checked, only $155k gets transferred to RA, the rest of your OA and SA will stay as it is. } – Sep 22, 11:04 AM
  • Calvin Yeo { Hi sw, yes that's correct. But it will be at a different rate. See http://mycpf.cp f.gov.sg/Member s/Gen-Info/Con- Rates/ContriRa. htm } – Sep 22, 11:02 AM
  • Patricia { hello Calvin you have stopped updating your investment portfolio for us (readers) to have a peek..now that share prices has gone north, I find it challenging to buy into any ... } – Aug 28, 6:30 AM
  • SY { Let's say in a scenerio as follows: Age: 54 OA: 150K SA: 150K At age 55, OA and SA will close down and 300K will be transferred to RA to ... } – Aug 27, 11:58 AM
  • sw { Hi,if continue working after 55, the monthly cpf contribution will go to OA,MA and SPA . } – Aug 27, 1:42 AM
  • Older »
Archive for the ‘Personal Development’ Category

CPF Minimum Sum Increasing Again? You Can Get Minimum Sum Exemption

05.12.2014 · Posted in Personal Development, Singapore

CPF Minimum Sum is rising again to $155,000 and it will be pretty much a yearly affair as Singapore continues to grapple with inflation of retirement expenses. There is a lot of unhappiness over this and it is easy to understand why. However, there are ways to get Minimum Sum Exemption. See the infographics below ...

Create Your Own Financial Plan With Dr Wealth

04.21.2014 · Posted in Personal Development

The online financial planning platform which I have been talking about is finally ready! Importance of Financial Planning Financial planning is extremely important for everybody, without it you may not know if you are able to meet your financial needs such as retirement goals. Like an annual medical checkup, everyone should also get a financial ...

Dr Wealth New Features Net Worth Projection, Stock Tracker, Financial Health Assessment

Dr Wealth has been improved dramatically since when it first started and many new features have been added. They include the financial health assessment, net worth projections and stock investments module.  Financial Health Assessment Screen    Stock Tracker Screen     Net Worth Projection Screen Dr Wealth is an online financial planning platform with a ...

Updates to Dr Wealth Dashboard

Dr Wealth has a newly updated dashboard which reflects information on net worth, financial health and account information. The dashboard serves as a good insight into the user’s current financial planning.   Snapshot of Your Assets, Liabilities and Net Worth Right at the top of the dashboard, you will be able to see your total ...

New Online Financial Planning Platform Project Dr Wealth

Dear all readers, I am going to share with you a very exciting project which I have been working on for the past few months. It is basically a comprehensive online financial planning web platform. Dr Wealth consists of the financial planning tools which we all expect from a good certified financial planner, including insurance, ...

Comments on Financial Advisory Industry Review (FAIR) October 2013

In the latest news, MAS has announced several changes to the financial advisory industry under Financial Advisory Industry Review (FAIR). The aim was to reduce the cost of insurance as well as raise the quality of financial advice. How effective will they be? Firstly, we will look at the announced changes. Among them are 1. ...

Investing For Passive Income Basic Course Singapore 12th October 2013 Saturday

After a long break, Calvary Wealth Consultants is proud to present the upcoming Investing For Passive Income Basic Course in Singapore on 12th October Saturday! As per last few sessions, the seats sell out fast, first come first served!   This is a basic one day course which is suitable for people who have little or ...

Completed Chartered Financial Analyst (CFA) Level 3

As a follow up to the post one year ago, Cleared Chartered Financial Analyst (CFA) Level 2 and Looking Forward to Final Level, I managed to clear CFA Level 3 as well thus completing the CFA! Again I was pretty busy preparing for the exams so you may have noticed that I didn’t post as much ...

Switch to our mobile site