by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Mar 15, 2017 | Organize, Plan, Systematize
Are you contemplating a career change? Having gone through a career change myself, I know how difficult it is to strip off your old identity and try to build a new one. Now on the other side, I can truly say that it is one of the most anxiety-inducing but liberating...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Feb 20, 2017 | Money and the heart, Organize, Plan, Systematize
At 10 pm on New Year’s Eve, my brother and his girlfriend showed up at our door with a 1,000-piece puzzle in an unopened box. It was our activity of the night. It had been a while since I actually worked on a puzzle, and was awake after 10 pm. We didn’t make much...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Feb 5, 2017 | Globetrotters working in the US, Organize, Plan, Systematize
This week I received a request from another financial planner to write about how immigrants may plan for financial exit from the US. Facing the new but yet to be clear immigration policies in the US, you may have a fear of being pushed out that your US born friends...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Nov 22, 2016 | Organize, Plan, Systematize
This is the third year I’m republishing “why giving should be part of your budget” with additional thoughts in advance of Thanksgiving. As the tumultuous 2016 draws to a close, I want to share what you can do to make 2017 a better year for this...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Nov 16, 2016 | Money and the heart, Organize, Plan, Systematize, Work with financial planner
Marriage is a partnership. Your spouse is your financial partner. Together you run a household financial system. That may not sound very romantic, but it’s a reality we seldom focus on. A few weeks ago I had an interesting conversation with a friend, which sparked the...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Oct 23, 2016 | Organize, Plan, Systematize
It’s open season again. Every year around this time I get questions from people about whether they should sign up for a High Deductible Health Plan (HDHP) and save in a Health Savings Account (HSA). Like almost all personal finance questions, the answer to it is, “It...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.