Latest articles by Marguerita M. Cheng, CFP® & RICP®
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Four Ways to Financially Embrace the Year of the Wood Snake
In the Year of the Wood Snake, consider looking to the snake's traits of being strategic, cunning and alert to help guide your finances this year.
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Tax Software vs a Tax Professional: Which Should You Choose?
The simple answer is a question: How complex are your taxes? Here's how you can decide whether you can go the easy route or need the help of a pro.
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How One Caregiver Is Navigating a Loved One's Dementia
She's spent many hours doing research and speaking with other caregivers to find her way to resources designed to help caregivers.
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Six Charitable Giving Strategies: Feel Good and Cut Your Taxes
These strategies can help you spread the love even more to charities you trust while also taking advantage of different kinds of tax benefits.
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3 Strategies to Help Maximize Tax Efficiency in Your Retirement
Sponsored Utilize these 3 strategies to help minimize your tax burden when you retire.
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3 Steps to Follow to Avoid Gaps in Your Retirement Plan
Sponsored Consider these 3 essential steps that retirees often overlook in their planning.
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Help Maximize Your Retirement: 8 Strategies to Help Secure a Financially Sound Future
Ensuring a financially stable retirement can require careful planning and informed decision-making. Here are 8 essential strategies to help provide clarity and confidence in navigating complex financial topics.
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From Retirement Savings to Retirement Income: 6 Strategies to Help Make Your Money Last
Sponsored Turning your retirement savings into a stable and sustainable income can be challenging. Follow these 6 strategies to help ensure your hard-earned money lasts.
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Why You Need Medical, Financial Powers of Attorney for Your High School Grad
Medical and financial powers of attorney should be signed before anything goes wrong, so it’s a good idea to get them before your adult child goes to college.
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It's Giving Tuesday: How to Make Your Gift Really Count
retirement Impact investing is a way to do more good with your money. With the season of giving upon us, here is how that works and some specific examples of how you can make a difference as you share your blessings.
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Respect Your Survivors By Creating a Will
retirement It's hard to believe that with an estate worth $80 million, Aretha Franklin died without a will. Let that be a lesson to the rest of us.
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4 Ways the New Tax Changes Affect Your Finances
taxes From new tax rates to changes in saving for your child's education, here are four things to try to improve your finances in 2018.
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Naughty or Nice: A Guide for Giving to Charity
Scams Doing the most good with your donation starts with following your heart, and then doing your due diligence.
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Say Goodbye to MyRA, Hello to Roth IRA
investing The government may be shutting down its investment program, but don’t let that stop you from saving for retirement. There are lots of tax-friendly Roth IRA possibilities, even for those with just $50 a month to spare.
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5 Tips to Avoid Filing Taxes Late
taxes Organize early and often to avoid trouble with the IRS.
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