Latest articles by Marguerita M. Cheng, CFP® & RICP®
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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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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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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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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
