Latest articles by Marguerita M. Cheng, CFP® & RICP®
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A Will Can Be a Beautiful Thing
retirement If you’ve been putting it off because it's sad or uncomfortable, don't. Estate planning can be a loving tribute and source of comfort. Here’s what to consider.
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A Crime of Passion, Sweetheart Scams Can Be Costly
Scams My mom was one of thousands preyed upon by this nasty con. Here’s what to watch out for and how to protect those you love.
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How to Have a Happy Valentine’s Day for Less
savings You don’t have to break the bank. Here are some simple, low-cost ways to show you care.
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Personal Finance Wisdom From the Year of the Rooster
retirement When it comes to money and success, people born under the Chinese zodiac sign of the rooster can teach the rest of us a thing or two.
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4 Tips for Investing in This Bunny Market
Markets Not a bear or a bull, today's market zigs and zags and can confuse us all.
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4 Ways Investors Can Deal with the Brexit Fallout
Markets Don't panic. You just need to focus on your long-term financial plan.
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6 Smart and Simple Money Tips for New Grads
Budgeting Start your journey to wealth creation on the right foot.
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5 Fun Ways to Teach Kids About Money
savings You can help your children spring into financial literacy by incorporating money talks with enjoyable activities.
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How Financial Planning Is Like Playing Sports
Financial Planning Both can help you improve your life by boosting your confidence and encouraging smart decision-making.
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Year of the Monkey: What the Chinese Zodiac Can Teach Us About Personal Finance
Financial Planning Here are some lessons we can learn from this charming and energetic creature.
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How to Overcome Your Fear of Financial Planning
Financial Planning Starting something new can be scary, but if you're patient, have a good support system and learn to make it fun, you might just discover a passion that can improve your life.
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The Future of Impact Investing
Investor Psychology Millennial investors say they seek a social return along with financial gains. Time for financial planners to hear the message.
Investor Psychology -
Making a Difference Through Impact Investing
Investor Psychology Doing well by doing good is projected to become a $500 billion market by 2020, led by the likes of the Rockefeller and Gates foundations. Here’s how it works.
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Advice to the Sandwich Generation: Make Sure Your Financial Plan Is Sound
savings Taking care of others can be a wonderful thing. But to eliminate the stress, you must be both smart and financially wise.
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5 Tips to Avoid Filing Taxes Late
taxes Organize early and often to avoid trouble with the IRS.
taxes
