In the last few years investors both large and small have shown great interest in supporting socially impactful business that also exhibit sustainable financial performance. Many investors have added a series of environmental, societal and governance (ESG) criteria to the more traditional way they select investments. Often the goal is achieving a double bottom line–doing […]

In December 2017, Congress passed the TCJA, the most significant tax change in a generation. Do you how the new tax law is going to affect you? Do you know the strategies you can implement to take advantage of the new tax law to improve your retirement planning and your legacy planning? This workshop will […]

In December 2017, Congress passed the TCJA, the most significant tax change in a generation. Do you how the new tax law is going to affect you? Do you know the strategies you can implement to take advantage of the new tax law to improve your retirement planning and your legacy planning? This workshop will […]

Chris Chen will appear on a panel at this Divorce Center event. Topics will include: Impact of the new tax law Pensions, QDRO's & 401K's Finality of property division  

MWI is hosting an educational program for mediators and divorce professionals regarding new information related to the recent Tax Cuts and the Jobs Act. Chris Chen, CFP®, CDFA, will be leading the program. Chris is a fiduciary wealth strategist who helps individuals and families plan difficult life transitions such as retirement and divorce. He is […]

Money Matters: a biweekly discussion group on financial planning and investing

Money Matters: a biweekly discussion group on financial planning and investing

This is a bi-weekly meeting to review "Money Matters" from financial planning to investments and taxes.