Latest articles by Marguerita M. Cheng, CFP® & RICP®
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4 Tips for Investing in This Bunny Market
Markets Not a bear or a bull, today's market zigs and zags and can confuse us all.
Markets -
4 Ways Investors Can Deal with the Brexit Fallout
Markets Don't panic. You just need to focus on your long-term financial plan.
Markets -
6 Smart and Simple Money Tips for New Grads
Budgeting Start your journey to wealth creation on the right foot.
Budgeting -
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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How Financial Planning Is Like Playing Sports
Financial Planning Both can help you improve your life by boosting your confidence and encouraging smart decision-making.
Financial Planning -
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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How to Overcome Your Fear of Financial Planning
Financial Planning Starting something new can be scary, but if you're patient, have a good support system and learn to make it fun, you might just discover a passion that can improve your life.
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The Future of Impact Investing
Investor Psychology Millennial investors say they seek a social return along with financial gains. Time for financial planners to hear the message.
Investor Psychology -
Making a Difference Through Impact Investing
Investor Psychology Doing well by doing good is projected to become a $500 billion market by 2020, led by the likes of the Rockefeller and Gates foundations. Here’s how it works.
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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
