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

https://twitter.com/YahooFinance/status/1584558353359179776

Marguerita In The News

MoneyGeek, September 26, 2024 — Comparing term and whole life insurance can help you decide which policy is right for you. Both have benefits, but understanding the differences can help you choose between the two.

May 2023: In honor of Asian American and Pacific Islander Heritage Month (AANHPI), I am thrilled to be part of this book featuring the stories of 20 Asian women. It's the third installment of the Women Who BossUp series, which profiles women who have broken the mold to achieve, overcome difficulties or inspire change through relentless endeavor. Check it out!

Summer 2024: Check out another great Guest Blog — this one by G. Brian Davis of MoneyCrashers.com, "11 Unorthodox Retirement Planning Tips & Savings Strategies."

July 31, 2020: 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. Click below to learn more.

Sept. 14, 2023, Wealth Management EDGE Podcast — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. Don't miss this episode to learn all about it.

Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern. Click here to sign up!