Marguerita In The News « Marguerita Cheng

Purse Strings: This year I’m going to (really) start saving for retirement.

Purse Strings, Jan. 16, 2023 — No matter if you are just starting your retirement fund or working on bulking up your savings, Marguerita Cheng from Blue Ocean Global Wealth will give the tips you need to save for a fearless financial future! Watch the video interview now!

January 11, 2023

CNBC: “There’s still time to max out your retirement accounts for 2022”

January 8, 2023

Marguerita Cheng, CFP® Pro Wins Comcast RISE Award

January 1, 2023

Indigo: 41 Top Influencers for Financial Advisors in 2023

December 29, 2022

ThinkAdvisor: “How I Became a Financial Advisor: Advisors’ Advice”

December 27, 2022

Yahoo Finance: “Active investing poised to be on the rise in 2023”

December 19, 2022

Bloomberg: “Investing Lessons From 2022 to Boost Your Portfolio Next Year”

December 19, 2022

AARP: 10 Smartest Money Moves for 2023

December 10, 2022

Time: “A Recession Is Widely Expected. Here’s How to Prepare”

December 6, 2022

Chief: “Can Women Leaders’ Perceived ‘Flaws’ Be Their Secret Weapons During a Crisis?”

Marguerita In The News

April 19, 2026, Yahoo!Finance: "What That Early Retirement Dream Really Costs If You Live to 95" — In today’s article by Chris Adam, he explains that if you’re hoping to retire early and live well into your 90s, consider just what that means for your finances.

"If you retire at 45 and live to 95, that means your money needs to last 50 years," he writes. "That may be a problem since most retirement calculators plan for 20 to 25 years."

For insight, he turned to Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, who said: Use the Categorization Method.

Dec. 18, 2025 — Tune in for today's Webinar, "EXPRESS Tech-Ready, Finance Steady" as advisors Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth and John Clark, AIF®, VP, Advisor Channel Consulting, Sentinel Group talk about "Financial Management and Retirement Planning — A guide for solopreneurs and business owners."

Meet Corey Beal, CEO and Director of Joy, at Empowering Finance and learn about financial planning for the bold, the ambitious, and the badass. Don't miss this interview with Marguerita Cheng!

With my publisher, Hope Katz Gibbs of the Inkandescent PR + Publishing Co., I am so excited to share with you my newest book this year, "Diary of a CFP® Pro." Learn a month at a time how to flex your financial muscles using tried and true strategies.

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 at this important event. Learn more!