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Chris Chen

CFP®, CDFA®
Retirement, Investing, Lifestage Based Planning
84%
Helpful
56
Answers
5
Articles
88
Followers
“Chris Chen CFP® helps individuals and families plan difficult life transitions such as retirement and divorce”
Firm:

Insight Financial Strategists LLC

Job Title:

Founder

Biography:

Chris Chen CFP® is a Boston, MA area fee-only financial planner serving the entire region and clients across the country.  Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning services to help clients organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Chris Chen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Chris Chen CFP®  is an experienced fiduciary, fee-only wealth manager providing unbiased financial planning and investment advice.  He helps guide executives, physicians, attorneys and retirees with wealth accumulation and preservation, retirement income planning, and family protection strategies.

He is especially adept at successfully navigating clients through challenging life transitions such as retirement income planning, and divorce financial planning. As a fee-only financial planner,  and a Registered Financial Advisor, Chris works with your own legal and tax advisers to build individual financial plans that address your unique goals, issues and constraints


Chris also helps clients with divorce coaching and post-divorce recovery, helping clients navigate the financial aspects of divorce, and resetting after the divorce into a financially successful direction.Chris earned his Bachelor’s degree in Economics from the University of Rochester and his MBA in Finance from the Univesity of Texas at Austin. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Divorce Financial Analyst, and is a trained Mediator, having completed mediation training in accordance with M.G.L. ch.233 § 23C

Schedule a strategy session with Chris.

Chris invites you to sign up to start your own financial plan for free at po.st/financialplan

Fee Structure:

fee only

All Articles
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Most Helpful
August 2017
    Marriage / Divorce, Retirement Plans, Women & Money
April 2018
    IRAs, Retirement Plans
October 2017
    Asset Allocation, Investing
December 2018
    Personal Finance, Financial Planning, Retirement Plans, Tax Deductions / Credits
June 2017

All Answers
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Most Helpful
    Estate Planning, IRAs, Taxes
If I inherit an IRA before the age of 59.5, can I have it sent directly to my own IRA?
100% of people found this answer helpful

No, you cannot.  An inherited IRA is distributed differently from your own IRA.  Whereas a Traditional IRA typically distributes for people who are older than 59 1/2 years of age, an inherited IRA can distribute when you are younger than 59 1/2. A traditional IRA must distribute when you have reached 70.

If your inherited IRA is a Traditional IRA, it is taxed as income. Whether it is a Traditional or a Roth IRA, there is a 50% penalty if the distributions are not taken as required. 

October 2018
    Retirement, Retirement Savings, 401(k)
As a college graduate with a new job, how should I structure what I do with my income?
June 2018
    Real Estate
What is the most cost effective way to get my mother's mortgage in my name so that I can use my high credit scores to refinance the property, which is currently "under water?" 
100% of people found this answer helpful
March 2018
    Financial Planning, Retirement, Retirement Savings, 401(k), IRAs
My employer does not offer a 401(k) plan, but I am making maximum contributions to my Roth IRA account every year; how else should I be saving for retirement?
0% of people found this answer helpful
March 2018
    Personal Finance
What are some examples of common fringe benefits?
50% of people found this answer helpful
October 2017