Books « Marguerita Cheng

Diary of a CFP® Pro

Diary of a CFP® Pro: A year of tips to help women flex their financial muscles

Divorce Matters

“Divorce Matters:” A Q&A about an upcoming book by Marguerita Cheng, CFP® Pro

How to Invest My Money

How to Invest My Money

Wealth Management Rules

Wealth Management Rules: 12 Tips to Help Harness Your Financial Know-How

Webinars

A Note from Marguerita Cheng, CFP® Pro — I am thrilled to launch a new webinar series to help you flex your financial muscles with "Webinar 1: Planning for Social Security — and Making the Most of It!"

Marguerita Cheng in 2022: With my publisher, Hope Katz Gibbs of the Inkandescent PR + Publishing Co., I am so excited to launch my newest book this year, "Diary of a CFP® Pro." Readers will learn a month at a time how to flex their financial muscles using tried and true strategies. Stay tuned for more!

Aug. 4, 2022, Aging in Place magazine, By Anna-Louise Jackson — It was after the birth of her second child in the late 1990s that Marguerita Cheng broached the first of many conversations with her parents about their finances. With her family expanding, Cheng used this life event to encourage her parents to start thinking (and talking) about their plans for the future. Click here to read more!

July 29, 2022 — Today on Margaritas with Marguerita: Meet Steve Gruber, Director of Operations at Bluestone Life. Our Topic: Do you really need life insurance?

Aug. 4, 2022, Purse Strings — Women are now another step toward becoming Financially Fearless thanks to guest on the Purse Strings YouTube channel such as Marguerita Cheng, CFP® Pro. Don't miss today's episode about proactive steps that stay at home moms (SAHMs) can take to stay financially savvy.

Aug. 5, 2022, U.S. News & World Report — In today's column by Marguerita Cheng, CFP® Pro, she explains: "While investors tend to have their eyes fixed on the expected returns of their investments, responsible investing must also consider risk. Managing the trade-off between risk and return is the foundation of successful investing." Click here to read more!

July 31, 2020: Investment News — To work in the best interest of clients, you need to understand how a client thinks. Marguerita Cheng of Blue Ocean Global Wealth explains her approach. Click below to learn more.

CFP magazine, April 27, 2022: According to the 2018 report by the Centers for Disease Control and Prevention, 1 in 4 adults in America (61 million people) have a disability. Before considering specific budgeting guidelines, you should make sure you take advantage of the help that’s available in dealing with the cost of disability.