Reuters: “Lessons learned from the pandemic”

Reuters, April 29, 2021 — If we’ve learned one thing from the past year, saving for a rainy day (or even a pandemic) is paramount to financial wellness. Watch our panel on how to plan for an emergency.

Click here to watch the interview: reut.rs/3gVBbnQ

Marguerita In The News

June 21, 2026, AOL.com: "What Is Phased Retirement — and Is It the Right Move for You?" In today’s article on AOL.com, reporter Chris Adams writes, "If you're thinking the road to retirement may take longer than you expected, you're not alone. According to a Transamerica Center study, nearly half (48%) of U.S. workers say they expect a 'phased retirement." Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth, told MoneyLion she has several clients who are pursuing “phased retirements.” According to Cheng, they’re doing so for a number of reasons.

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!