Chris Chen CFP – Page 3 – Insight Financial Strategists

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Author: Chris Chen CFP

Investment Planning, Portfolio Construction

What Is Direct Indexing? Can it Help Me?

Direct indexing is an exciting investment method that will likely get much more attention ...

Financial Planning, Investment Planning, Portfolio Construction, Retirement Planning, Risk Management

What Is The Impact of Social Security on Divorced Retirement Income

When mediating a divorce settlement, a 50-50 split of assets isn’t always equitable when ...

Financial Planning, Investment Planning, Portfolio Construction, Retirement Planning, Risk Management

Secure 2.0

Congress passed SECURE 2.0 on December 23, 2022, and it was signed into law ...

Financial Planning, Investment Planning, Retirement Planning, Risk Management

Investment Bucket Strategy for Retirement

Retirement Bucket Strategy What is the retirement bucket strategy? How does it work, and ...

Divorce Planning, Financial Planning

What Financial Specialists Do You Need?

Should you get a financial specialist to help with your divorce? Most people start ...

Divorce Planning, Financial Planning, Retirement Planning

Is a 30% Difference in Retirement Income Fair and Equitable? The Potential Impact of Social Security on Divorced Retirement Income

Social Security and Divorce The complexities of Social Security retirement benefits make it a ...