Marguerita Cheng, CFP(R)

CFP Board Ambassador / CEO of Blue Ocean Global Wealth at CFP BOARD and 1 other company
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  • Be brutal, yes, but also be kind to yourself. If a video-streaming service like Netflix is the only way you're getting entertainment in quarantine, consider keeping it.

  • If you have some extra capital, you have a long-time horizon and it’s consistent with your investment objective, this may be something that you may want to consider.

  • Learn more about the world so you are less likely to believe in just anything. Take a money-saving course at a local bank or research topics before a purchase, such as applying for a car loan. Hire a financial adviser to give you guidance. Learn to say no if something doesn’t feel right.

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