Newsletters « Marguerita Cheng

Newsletters

July 2019

Required Minimum Distribution – Celebrate your financial independence!

June 2019

Choice, Control & Collaboration — The 3 Cs to Help You Plan for Your Vacation

April 2019

It’s Financial Literacy Month — Time to Talk Money with your loved ones

April 2019

Try ESG Investing and be Socially Responsible with Your Investments

March 2019

Celebrate Women’s History Month by Closing the Retirement Earnings Gap

February 2019

Show Your Alma Mater Love by Giving Back

January 2019

Recession-Proof Your Retirement Income Plan

Marguerita In The News

July 3, 2026, AOL.com: "The Down Payment Savings Challenge That Could Get You Into a Home Faster" — In today’s article on AOL.com, reporter Chris Adams writes, “Saving for a down payment on a house can feel almost impossible when rent may already be eating 30% to 40% of your income." He asked Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth, about taking a different approach to savings.

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.

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!