Janice Yip
3 Occasions I Would Sell My investment
Recently I was asked, "you invest right? When do you usually sell your investment? Some of my investments are going up but I don't know...
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Janice Yip
Mar 6, 20216 min read
Why Critical Illness Coverage Is Important For Your Non Working Family Members
Recently, I've been encountering quite a number of clients with young families. During our interactions, I notice a few recurring themes...
233 views
Janice Yip
Feb 28, 20216 min read
5 Wealth Management Trends That Can Reduce Future Buyer Remorse
Over the Chinese New Year break, I've had some very interesting discussions with friends on 2 topics. Future trends developing in society...
137 views
Janice Yip
Feb 20, 20217 min read
How to Plan Your Retirement Concurrently With Your Other Priorities
One of the most common challenges as a financial advisor is to help clients see the value of starting retirement planning early. Very...
429 views
Janice Yip
Feb 8, 20216 min read
Why Investing As And When You Have Money May Not Be The Best Idea
In my line of work, it's pretty common to meet people who make financial purchases out of convenience. This was especially the case when...
121 views
Janice Yip
Jan 3, 20215 min read
Your Money Mindset Will Influence Your Kids Development
Parents invest heavily in their children nowadays and even though most won't admit it, some view children as their retirement plan....
175 views
Janice Yip
Dec 25, 20206 min read
The Best Christmas Gift For Your Future Self
You always see people asking famous personalities this question, 'if you could give an advice to your younger self, what would you...
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Janice Yip
Dec 15, 20205 min read
Taking Up Financial Instruments Is Not Equal To Financial Planning
As someone growing up in a family where my parents saved their way to financial freedom, I take wealth management seriously. I have seen...
113 views
Janice Yip
Dec 7, 20206 min read
Potential Problems When One Relies On Inheritance Money As Their Retirement Plan
When a person thinks about inheritance, it's such a wonderful thing right? There are many people who envy those who are left with a hefty...
165 views
Janice Yip
Nov 29, 20205 min read
Why Annuities can be a Useful 2nd Emergency Fund
Our typical understanding of an emergency fund is one that is untouchable and typically yields close to no returns because we need to...
141 views
Janice Yip
Nov 22, 20206 min read
3 Scenarios To Improve Your Retirement
Recently, this question was posed to me, "if my retirement is settled, I can spend the rest of my money freely right?" In a way, it's...
932 views
Janice Yip
Oct 31, 20208 min read
How to Assess Your Risk If You Decide To Discount Your Coverage
A common theme I hear a lot from budget conscious clients is the reluctance to pay too much for insurance. In fact, some go as far as...
156 views
Janice Yip
Oct 22, 20205 min read
How Mentorship Can Accelerate Your Progress
I'm pretty happy to receive feedback that this blog has also benefitted some advisors on their own learning journey. It's a pleasant...
175 views
Janice Yip
Oct 12, 20206 min read
3 Reasons Why Foreigners Need Financial Planning In Singapore
"I don't know if I'll be in Singapore next year so I don't think I want to commit to anything. Moreover, my company already has...
245 views
Janice Yip
Oct 2, 20206 min read
Don't Expect To Be Sold A Solution. Look For A Consultative Approach Instead!
I have been wanting to write about this topic after having done a number of talks over the past 2 years. It's interesting because the...
112 views
Janice Yip
Sep 19, 20207 min read
Pre-existing Conditions and Preliminary Underwriting
This past year, I helped quite a number of people with their protection plans. During this process, I notice an interesting trend where...
470 views
Janice Yip
Sep 9, 20206 min read
4 Skills To Develop To Increase Your Odds For Success
Have you ever met someone who seems to be working very hard but have no apparent success in what they are doing. Perhaps, this person...
115 views
Janice Yip
Aug 23, 20205 min read
4 Reasons Why You May Consider An Investment ILP In Your Portfolio
The general stigma on investment linked policies are real and up till now, there's still a significant portion of the population who is...
745 views
Janice Yip
Aug 9, 20204 min read
How Robust Is Your Portfolio When You DIY?
This will be a very short article because I've a backlog of CI applications to clear. I want to touch on the topic of DIY after some...
120 views
Janice Yip
Aug 1, 20207 min read
3 Financial Issues We May Face When We Avoid Talking About Money With Our Family
Talking about money is pretty much taboo within our Asian culture. So many times I've heard clients tell me they let their spouses manage...
348 views
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