Newsletters « Marguerita Cheng

Newsletters

May 2023

Diary of a CFP® Pro: News from Marguerita Cheng — Honoring Asian American and Pacific Islander Heritage Month, May 2023

April 2023

Diary of a CFP® Pro: News from Marguerita Cheng, April 2023 — It’s National Financial Literacy Month!

March 1, 2023

Diary of a CFP® Pro: News from Marguerita Cheng, March 2023 — Celebrate Women’s History Month with us!

February 2023

Diary of a CFP® Pro: News from Marguerita Cheng, February 2023 — Celebrating the Month of Love!

January 2023

Diary of a CFP® Pro: News from Marguerita Cheng, January 2023 — Happy New Year!

December 2022

Diary of a CFP® Pro: News from Marguerita Cheng, December 2022

November 2022

Diary of a CFP® Pro: News from Marguerita Cheng, November 2022

October 2022

Diary of a CFP® Pro: News from Marguerita Cheng, October 2022

April 8, 2022

Today in Yahoo Finance: Marguerita Cheng, CFP® Pro, shares a good way of ‘taking emotion out’ of investing

March 05, 2022

Meet this year’s member of University of Maryland Board of Governors: Marguerita Cheng ‘91, ‘93

January 01, 2022

Welcome the Year of the Tiger: Personal Finance Tips for 2022 from Marguerita Cheng, CFP® Pro

December 01, 2021

Diary of a CFP® Pro: 7 Steps to Make Charitable Giving Part of Your Estate Plan

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!