by Hui-Chin Chen, CFP® | Last updated Mar 23, 2020 | Published on Mar 20, 2020 | Investing, Organize, Plan, Systematize
Normally I try to write something that is not tied to the news cycle on this blog. However, given the severity of the global pandemic, it seems like ignoring the elephant in the room if I don’t address it somehow. Maybe this will be a record of history when I look...
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® | Last updated Jul 20, 2018 | Published on Nov 29, 2017 | Money and the heart
Do you want to build wealth? In modern society, we seem conditioned to say yes to this question. Who wouldn’t want to build wealth? Build is a positive verb, implying that we work hard to create something that lasts. And wealth sounds better than money, like it...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Dec 15, 2016 | Money and the heart
Once again I’m reposting the holiday gift ideas with personal finance twist with new additions. It’s that time of the year again where gifts are front and center in our consciousness. If you are still looking for the perfect gifts, here are some...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Nov 4, 2015 | Organize, Plan, Systematize, Work with financial planner
This past weekend I had two back-to-back client interactions that returned me to the debate of whether there is a need for ongoing financial counsel. Both couples are in their early-to-mid thirties, no children, and have comfortable surpluses for discretionary...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.