by Hui-Chin Chen, CFP® | Published on Dec 2, 2020 | Global Living Basics, Organize, Plan, Systematize, Risk Management, Work with financial planner
Working mostly with younger clients, I never expected to face the death of a client so soon. In early September, Rae* showed up to our Zoom meeting late and fatigued, unlike her usual self. “Probably not Covid”, she said. Seeing her state, I suggested rescheduling to...
by Hui-Chin Chen, CFP® | Last updated Aug 6, 2020 | Published on Jun 6, 2020 | Money and the heart, Work with financial planner
This post is the culmination of reflections on my person experience and world events so far in 2020. It’s fitting that I am committing them to writing on June 4th, a date memorialized for pursuit of freedom from an authoritative system by Chinese-speaking diaspora. As...
by Hui-Chin Chen, CFP® | Published on Jul 30, 2019 | Money and the heart, Work with financial planner
Recently I encountered a situation that allowed me to discover a new approach to financial planning. Normally, clients come to me with some existing “goals.” They might not know clearly about the amount, the timing, or the importance of these goals, but they have...
by Hui-Chin Chen, CFP® | Published on Apr 29, 2019 | Global Living Basics, Work with financial planner
If you have moved internationally in the near past, you may have noticed that it is difficult getting straight forward answers about what to do with your cross-border finances. You may have gone to financial advisers in your resident country. As soon as they hear you...
by Hui-Chin Chen, CFP® | Last updated Jan 22, 2019 | Published on Jan 22, 2019 | Global Living Basics, Organize, Plan, Systematize, Work with financial planner
As we welcome the new year and leave the first 100 posts of this blog behind, I want to share with you something that has been on my mind. On this blog I’ve covered topics ranging from basic to advanced, from explaining details to compiling all-inclusive checklists....
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...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.