Latest articles by Marguerita M. Cheng, CFP®
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RMDs: When Do I Take Them and How Do I Calculate Them?
retirement Required minimum distributions are a fact of life that most of us will have to face sooner or later. Demystify them by brushing up on the basics now.
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Financial Tips, Thanks to the Year of the Pig
savings Are you a pig? If so, congratulations, you're honest and kind. However, you might also be lazy, impulsive and naive. All of us can improve ourselves and our financial pictures by keeping these pig-inspired tips in mind.
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Make Time to Help a Caregiver Out (or Just Say Thanks)
Caregiving Chances are pretty good that you know a caregiver who could use a break. As National Family Caregivers Month winds down, here are some practical ways you can show your support to these very important people.
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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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How Consumers Can Clean Up After Equifax Disaster
Scams Everyone needs to take precautions in today’s world of constant data breaches. Here are six steps to protect yourself.
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It's World National Financial Planning Day! Why Should You Care?
Financial Planning Sandwiched between National Name Your Car Day and National Cinnamon Roll Day is World Financial Planning Day. Here's how you should celebrate.
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My 15 Best Apps for Entrepreneurs and ‘Gigpreneurs’
business When it comes to staying on top of work, schedules, files, calendars and travel, who couldn't use a little help? Here are 15 apps ready to boost your productivity, keep you organized and make your life easier.
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8 Great Personal Finance Apps to Try for Fun (and More)
Budgeting Budgeting, saving and getting out of debt probably don’t sound like a lot of fun, but app designers are trying to change that with an array of mobile apps to help people better manage their money.
