Blue Ocean in the News: Business Insider

Marguerita Cheng CFP writes about financial education. Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner and personal finance writer, Rita is an expert writer for Business Insider

 

In this recent Business Insider article, "I'm a financial planner, and the first question I ask any new client tells me everything I need to know to help them manage their money"

Rita highlights the following:

  • Understanding how to manage their finances helps in the long-term
  • the importance of financial planning and seeking professional financial advice.
  • A financial planner can help manage life events such as marriage, divorce, retirement planning, and investments.
  • Building a relationship with a financial planner may also be helpful for long-term planning including investing and estate planning.

Rita and editor, Stephanie Hallet: discusses key research from survey Morning Consult

 

Read "I'm a financial planner, and the first question I ask any new client tells me everything I need to know to help them manage their money"