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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.

Latest Features

Building Wealth
November 2017

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." And that could ultimately affect those receiving alimony, too.

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Building Wealth
July 2017

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.

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Building Wealth
July 2016

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.

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Building Wealth
January 2016

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.

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Building Wealth
November 2015

4 Year-End Financial Planning Tips

Harvest tax losses, reassess your investment and retirement strategies, and don’t forget charitable giving.

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Building Wealth
August 2015

The Importance of Professional Financial Advice in Divorce

Pensions and 401(k)s can be tricky to divide during divorce proceedings. Seek expert help.

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