The Economic Policy Reform and Advocacy office has a primer on managing finances entitled: “Pagpapahalaga sa Perang Kinita: A Pinoy Guide for Managing Finances“.

The primer describes the principles of spending for the right things, the importance of savings, setting family goals and moves on to other topics like education plans, health insurance and investments.

The primer discusses the principles with examples. It provides websites and other references if the reader wants to get more details. The primer also provides some worksheets to compute some finances such as consumption expenses, family budget, Insurance protection goals etc.

Primer Contents:

Part 1   the basics of spending – for whom, for what and where should your money go?
Part 2  why you shouldn’t spend all your money? Why you should save?
Part 3  setting the family’s goals
part 4  more on family goals on education, housing and eventual retirement
part 5  tips on family spending; buying pre-need educational plans; housing goals
part 6  the health budget
part 7  insurance and memorial plans
part 8  retirement plans
part 9  regular consumption
part 10  what to do with anything extra
part 11  liquidity and returns
part 12  comparison of savings instruments
part 13  uitf’s and mutual funds

tips on protecting yourself when dealing with banks

Visit the EPRA primer on OFWJournalism.Net

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