Follow
About Marguerita
Marguerita Cheng is a Certified Financial Planner® professional and CEO of Blue Ocean Global Wealth. She helps people meet their life goals through the proper management of financial resources. Ms. Cheng is passionate about helping investors navigate some of life's most difficult issues such as divorce, death, career changes, and caring for aging relatives. She is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign.
Marguerita's Videos
It is important for retirees to create an income strategy that produces the income they need today and in the future. In other words, retirees need to balance the need for short-term liquidity and long-term opportunity for growth. One of the most significant risks for retirees is the sequence of returns risk. In other words, sequence of returns withdrawing income from an underperforming portfolio. It is also important to address inflation risk because the longer that retirees need to depend on their portfolio for income, the greater the likelihood they will experience a market downturn or recession. In this session, we will discuss strategies to optimize sources of retirement income and improve cash flow in retirement.
Marguerita Cheng
ESTATE PLANNING
30:22
It is important for retirees to create an income strategy that produces the income they need today and in the future. In other words, retirees need to balance the need for short-term liquidity and long-term opportunity for growth. One of the most significant risks for retirees is the sequence of returns risk. In other words, sequence of returns withdrawing income from an underperforming portfolio. It is also important to address inflation risk because the longer that retirees need to depend on their portfolio for income, the greater the likelihood they will experience a market downturn or recession. In this session, we will discuss strategies to optimize sources of retirement income and improve cash flow in retirement.
Marguerita Cheng
RETIREMENT
32:16