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Annie Chen, Financial Planner at Arispring Financial LLC

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Annie Chen, Financial Planner at Arispring Financial LLC

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WMCP®, CEPA™, RICP®, LUTCF®, FSCP®, BFA™

10/25/2026

For this week's Barron's Advisor Big Q, they asked wealth advisors about the approach they're using now, as longer life spans and improving medicine are changing the calculus.

10/24/2026

In Barron's newsletter focusing on women financial advisors, they highlight a coming book that includes wisdom from top women investors.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/23/2026

Government bond yields are spiking around the world: U.S. Treasuries, Japanese JGBs, and United Kingdom gilts are hitting highs not seen in decades. All pale in comparison to France.

10/22/2026

Life insurance provides protection, specifically a death benefit that can help your loved ones cope with your loss. But one particular type — whole life insurance — can also serve as a versatile financial asset during your working years and into your retirement.

10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4dPvy7B

Ready to start building your plan? Reach out today.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/21/2026

For many retirees, the challenge isn’t saving enough—it’s feeling comfortable enough to spend what they’ve worked so hard to build.

10/20/2026

The principles that have kept Warren Buffett successful through several market crashes.

Address

61 S. Paramus Road Suite 575
Paramus, NJ
07652

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.arispringfinancial.com/

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