Marguerita In The News « Marguerita Cheng

Yahoo Finance features Marguerita Cheng, CFP® Pro: “The IRS overhauls its tax brackets in an attempt to boost paychecks for U.S. consumers”

October 21, 2022

Nerdwallet: “Does Closing a Bank Account Affect Your Credit?”

October 5, 2022

NerdWallet: “How to Use a HELOC Strategically in Retirement”

September 28, 2022

Fortune: “The average net worth of Americans at every age, and 5 ways to boost yours”

September 19, 2022:

US News & World Report: “Even Advisors Get the Blues: Managing Stress as a Financial Advisor”

September 14, 2022

MarketWatch: “‘This is never factored into the equation.’ One big thing people forget to consider when thinking about how much they need to retire”

September 8, 2022

Bloomberg Wealth: “What Growing RTO Pressure Means for Your Career and Finances”

August 25, 2022

Acorns: “3 Paycheck Months in 2022 (Plus How to Plan Ahead)”

August 22, 2022

Kiplinger: “You’re Not Too Young for an Estate Plan: 7 Essentials for Your 20s and 30s”

August 20, 2022

Charles Alexander interviews Marguerita Cheng: Storytelling with Video for Busy Professionals

Marguerita In The News

The first Women’s Retirement Security Day will be held on July 14, 2026: This national awareness initiative brings together employers, financial professionals, policymakers, advocates, and community organizations to spotlight the importance of retirement readiness for women. The campaign focuses on educating audiences about the retirement savings gap women face, amplifying conversations around long-term financial wellness, and encouraging action through education, advocacy, and participation.

Private Capital Frontiers invites you to it's Aug. 5 webinar: "Educating clients, building trust" featuring Marguerita Cheng, CFP® Pro — I will be joining an upcoming CFA Institute webinar to discuss how firms can better educate clients and build trust in increasingly complex private markets environments. We will explore strategies for communicating nuanced investment concepts clearly, improving transparency, and helping investors navigate today’s evolving private wealth landscape with greater confidence. Please join us for this conversation alongside leaders from across the industry, including Lauren Minch, CFA, and Daniel Drabinski, CFA. (CFA Institute members can earn 1 PL credit for attending.) Register today

Search host Gregory Wilnau shares: "In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial planning before discussing asset management." Don't miss it!

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.