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 Newton, Mass. He specializes in retirement planning and divorce financial planning for professionals and business owners. Chris is a member of the National Association of Personal Financial Advisors (NAPFA). He is on the Board of Directors of the Massachusetts Council on Family Mediation.
When Divorcing, What Financial Specialists Do You Really Need?
Divorce
When Divorcing, What Financial Specialists Do You Really Need?
There are a variety of financial professionals out there who can help, but there is one combination of expertise that almost anyone going through a di…
February 4, 2022
7 Year-End Wealth Moves
retirement planning
7 Year-End Wealth Moves
Yes, it’s that time again. Time to take stock of your savings and tax-planning opportunities. Don’t leave money on the table: Consider these seven yea…
November 12, 2021
Should You Invite Your Spouse to Join You in a Divorce Workshop?
Divorce
Should You Invite Your Spouse to Join You in a Divorce Workshop?
When splitting up, you might think knowing more than your partner does about how divorce works might give you an advantage – but it doesn’t. Actually…
May 30, 2021
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
Financial Planning
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
Financial Planning
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