Latest articles by Marguerita M. Cheng, CFP®
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The $10,000 Question: How to Cover Child Care
savings Creative solutions are out there to cut the high price parents pay to make sure their little ones are cared for while they’re hard at work, bringing home the bacon. Nanny sharing, anyone?
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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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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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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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ERISA, the Fiduciary Standard and Where We Go from Here
Financial Planning Putting the DOL’s investor-protection rule into historical context sheds new light on what the future may hold for retirement savers.
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Confused About the Fiduciary Rule?
Financial Planning Investor advocates are jubilant while many financial services professionals are apprehensive, as regulations designed to ensure investors have access to objective retirement savings advice, are implemented.
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Congrats, grads! Now Start Tackling Your Student Debt
college Just a few simple steps can help new college graduates make inroads in paying off their student loans and setting themselves up for a secure financial future.
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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.
