Marguerita M. Cheng, CFP® & RICP®
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning Counselor℠ and a Retirement Income Certified Professional. She helps educate the public, policymakers and media about the benefits of competent, ethical financial planning.
Website: www.blueoceanglobalwealth.com | X (Twitter): @BlueOceanGW | LinkedIn: www.linkedin.com/in/margueritacheng
Latest articles by Marguerita M. Cheng, CFP® & RICP®
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Five Ways to Harness Your Financial Firepower in the Year of the Dragon
As the Year of the Dragon kicks off, consider looking to the dragon’s strong passionate and creative attributes to help guide your financial year.
By Marguerita M. Cheng, CFP® & RICP® Published
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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.
By Marguerita M. Cheng, CFP® & RICP® Published
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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.
By Marguerita M. Cheng, CFP® & RICP® Published
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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.
By Marguerita M. Cheng, CFP® & RICP® Published
Sponsored -
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.
By Marguerita M. Cheng, CFP® & RICP® Published
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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.
By Marguerita M. Cheng, CFP® & RICP® Published
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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.
By Marguerita M. Cheng, CFP® & RICP® Published
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How to Tackle Digital Estate Planning in Four Easy Steps
Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.
By Marguerita M. Cheng, CFP® & RICP® Published
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Personal Finance Tips for the Year of the Rabbit
Being intelligent like a rabbit by making smart choices about spending and saving, paying attention to details and exercising patience in investing can help increase financial security.
By Marguerita M. Cheng, CFP® & RICP® Published
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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.
By Marguerita M. Cheng, CFP® & RICP® Published
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Eight Personal Finance Apps to Try for Fun (and More)
Budgeting Some personal finance apps use gamification to bring behavioral finance to life, helping you manage your money better.
By Marguerita M. Cheng, CFP® & RICP® Published
Budgeting