Skip to main content
menu

Free Portfolio Risk Analysis   Client Login      

  • Home
  • About
    • Our Firm
    • Our Culture
    • Our Team
  • Our Clients
    • Client Experience
    • Families
    • Business Retirement Plans
  • Wealth Management
    • The Financial Planning Process
    • The Right Planner
    • CFP® Certification
  • Education
    • eBook
    • White Papers
    • Education Programs
    • Blog
  • Published Content
    • Kiplinger
    • Be Inkandescent
    • CNBC
    • Forbes
    • US News & World Report
    • Additional Content
  • Contact

Beauty of Finance

Financially Preparing for Gray Divorce

Marguerita Cheng | Feb 3, 2023
Categories
gray divorce
woman
Financial Planning
50s
60s
default blog image

Beautify Your Finances: How the Year of the Rabbit can Help Us create our Financial Renaissance

Marguerita Cheng | Jan 23, 2023
Categories
Budgeting
Mindset
Lunar New Year
Chinese New Year

Investopedia 100

Marguerita Cheng | Jul 15, 2022
Budgeting With Disabilities | Blue Ocean Global Wealth

Budgeting To Best Serve Family Members With Disabilities

Marguerita Cheng | Apr 28, 2022
Women In ETFs Service Award | Blue Ocean Global Wealth

Women in ETFs Service Award

Marguerita Cheng | Apr 21, 2022
Marguerita (Rita) Cheng, CFP® | Blue Ocean Global Wealth

Marguerita Cheng, CFP® Honored as an Champion for Gender Parity in Financial Services

Marguerita Cheng | Mar 31, 2022
People shaking hands over a table. On the table is a laptop and some coffee cups

10 Questions to Ask Your Financial Advisor

Marguerita Cheng | Nov 29, 2021
a row of wind turbines in a field

What You Should Know About ESG Investing

Marguerita Cheng | Jul 21, 2021
Rita guest lectures at Delaware State University’s inaugural Financial Planning Association (FPA) student chapter meeting

Rita guest lectures at Delaware State University’s inaugural Financial Planning Association (FPA) student chapter meeting

Marguerita Cheng | Mar 31, 2021
Categories
Educational Events
Financial Planning
Man in suit working on a laptop

7 Important Tips You Need to Know Now About CFP® Professionals

Marguerita Cheng | Sep 2, 2020
A gay couple looking at a computer together. They are both smiling

Love and Money: 10 Tips for New Partners to Seamlessly Plan Together

Marguerita Cheng | Feb 12, 2020
A wind turbine in a field of sunflowers

ESG Investing: Be Socially Responsible With Your Investments

Marguerita Cheng | Nov 20, 2019

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Next page Next ›
  • Last page Last »

Categories

  • 50s
  • 60s
  • Budgeting
  • Business
  • Chinese New Year
  • College

Office

9841 Washingtonian Boulevard
Suite 200
Gaithersburg MD 20878

Contact Info

P: 301-502-5306
E: mcheng@blueoceanglobalwealth.com

     

Free Portfolio Risk Analysis

Tweets by BlueOceanGW

Get in Touch

Our Commitment to Accessibility

Advisory and Brokerage Services offered through Private Client Services LLC, member FINRA/SIPC.  Private Client Services LLC and Blue Ocean Global Wealth are unaffiliated entities.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2023 Blue Ocean Global Wealth All rights reserved.