Chris Chen, CFP®
Founder, Insight Financial Strategists LLC
Chris Chen CFP® CDFA is the founder of Insight Financial Strategists LLC, a fee-only investment advisory firm in Waltham, Mass. He specializes in retirement planning and divorce financial planning for professionals and business owners. Chen is a member of the Financial Planning Association and the Massachusetts Council on Family Mediation. He is on the Board of Directors of the Association of Divorce Financial Planners.
Should You Buy an Annuity?
retirement
Should You Buy an Annuity?
When breaking down the decision, it's important to understand what you're getting, and what you’re giving up, with this retirement product.
July 26, 2019
McKenzie Bezos: 4 Wealth Strategy Concerns
business
McKenzie Bezos: 4 Wealth Strategy Concerns
$36 billion doesn't come without some challenges. There are four lingering money issues for McKenzie Bezos to take into consideration.
April 12, 2019
Divorce Is About to Get More Expensive
taxes
Divorce Is About to Get More Expensive
The change in tax laws affects how alimony and child support are treated, going into effect for agreements signed after the end of the year. So, if di…
October 5, 2018
Divorce Alert: Tax Bill Targets Alimony Deduction
taxes
Divorce Alert: Tax Bill Targets Alimony Deduction
Written into the fabric of the GOP tax proposal is a change in how alimony is taxed. People paying alimony could lose "the greatest tax deduction ever…
November 7, 2017
To Roth 401(k) or not to Roth 401(k)?
retirement
To Roth 401(k) or not to Roth 401(k)?
Which is better: more money in your regular paycheck or more tax-free cash in your retirement? It’s an important question only you can answer.
July 26, 2017
Is Your Portfolio Really Diversified?
investing
Is Your Portfolio Really Diversified?
Your investments should be spread across a variety of stocks and bonds and cover a range of asset managers, asset classes and geographical locations.
July 22, 2016
Getting Divorced? Get Professional Help for Your Finances First
retirement
Getting Divorced? Get Professional Help for Your Finances First
Consider keeping a certified divorce financial planner in your corner to help make sure you get the financial settlement that meets your needs.
January 26, 2016
4 Year-End Financial Planning Tips
investing
4 Year-End Financial Planning Tips
Harvest tax losses, reassess your investment and retirement strategies, and don’t forget charitable giving.
November 20, 2015
The Importance of Professional Financial Advice in Divorce
retirement
The Importance of Professional Financial Advice in Divorce
Pensions and 401(k)s can be tricky to divide during divorce proceedings. Seek expert help.
August 12, 2015