Latest articles by Marguerita M. Cheng, CFP®
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Before Living Together, Couples Should Get on the Same Page Financially
Knowing where each partner stands in financial discussions will go a long way toward keeping the peace in the relationship, even when it comes to issues like long-term care insurance.
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You’re Not Too Young for an Estate Plan: 7 Essentials for Your 20s and 30s
estate planning Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You — and the people you love — will be glad you did.
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Beyond Financial Literacy: What You Need to Win with Your Money
personal finance Having healthy finances takes more than a firm grasp of the financial basics. You need to work on your financial wellness and resilience too.
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7 Financial Planning Strategies for Your Own ‘Great Resignation’
careers Anyone itching for a career change is in good company right now, but they need to think a few things through before taking the leap.
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How to Just Say No to Binge Spending
Smart Buying Don’t let emotions steer you into buying things you don’t need or can’t afford. Know the warning signs and follow these tips.
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How to Handle an Increase in Your Long-Term Care Premiums
long term care insurance The cost of long-term care insurance keeps rising, and if your premiums are becoming unaffordable you should know that you have options. Here are five ways to help handle a premium increase.
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Personal Finance Tips from the Year of the Ox
personal finance With Chinese New Year upon us, it’s time to reflect on money and career lessons we could learn from 2021’s animal: the ox. Oxen are honest, diligent and dependable.
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Practical Financial Tips for the 'Sandwich Generation'
retirement Many people are stuck in the middle, caring for parents and children at the same time ... and they are getting squashed, emotionally and financially. Here are some proactive steps that can help.
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Wealth Lessons from the Year of the Rat
retirement Chinese culture portrays rats as ambitious and cunning, and anyone trying to get ahead in the world and in their finances can take a lesson from their character traits, whether good or bad.
