Diary of a CFP® Pro « Marguerita Cheng

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

A Note from Marguerita Cheng, CFP® Pro — As we embark on a new year, I can’t think of a better gift to women than to get a handle on our finances. Some may want to save more or invest more wisely. Others may need to learn to find ways to work better on money issues with their partners or make sure there’s enough money for their kids to attend college.

Whatever your financial goal, I hope my new book will ensure your success: Diary of a CFP® Pro c2022

Each month we’ll be rolling out a new chapter on Inkandescent Publishing so you can begin to flex your financial muscles a bit at a time. See our outline below.

Introduction: 7 Important Tips You Need to Know Now About CFP® Professionals
January: 6 Personal Financial Planning Tips to Help Navigate the Pandemic’s Financial Impact
February: 10 Tips for New Partners to Seamlessly Plan Together
March: Celebrate International Women’s Month with Mindful Financial Planning — 6 Tips for Women
April: How to Recession-Proof Your Retirement Income Plan
May: Preparing Financially for a Baby
June: Congrats, grads! Now Start Tackling Your Student Debt
July: In Celebration of Independence Day — Here’s What I Wish I Knew at the Start of My Career
August: 4 Ways to Cut Childcare Costs
September: How to Protect Your Elders from Financial Fraud
October: The Importance of Estate Planning: Create Your Legacy
November: When Impact Investing Is Worth It
December: How to Protect Your Credit Cards Online

Read the book a chapter at a month at InkandescentPublishing.com!

And, there’s more! I also invite you to join me every Friday for 15 minutes of financial insight on my weekly podcast and video show, Margaritas with Marguerita Cheng, CFP® Pro, hosted by my producer Hope Katz Gibbs — live on Facebook.com/hopekatzgibbs. If you miss an episode, be sure to check out the podcasts on my podcast website: MargueritaChengRadio.com and my YouTube channel MargueritaCheng.tv.

Questions? Don’t hesitate to contact me via email.

Guest Posts

Fall 2023: "Money Queen" author Cary Carbonaro explains, "When I think of Girl Scouts, the first thing that comes to mind is their delicious cookies. Still, beyond that, I see an organization that empowers young girls to become strong, confident, and compassionate individuals. As a former Brownie and Girl Scout from ages 7 to 12, I fondly remember the joy of spending extra time with friends in the evenings and creating cherished memories." Check out her Guest Blog post!

Books

May 2023: In honor of Asian American and Pacific Islander Heritage Month (AANHPI), I am thrilled to be part of this book featuring the stories of 20 Asian women. It's the third installment of the Women Who BossUp series, which profiles women who have broken the mold to achieve, overcome difficulties or inspire change through relentless endeavor. Check it out!

Webinars

Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern. Click here to sign up!