Annie Chen, Financial Planner at Arispring Financial LLC

06/10/2026

06/10/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

06/09/2026

A new Bain & Co. survey of 951 large companies found that AI cost savings are coming in far below what executives projected.

06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

06/09/2026

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial plans, and I’m here to help.

06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

06/08/2026

Most Americans could switch banks—but like changing phone plans or going to the DMV, it often feels like more trouble than it’s worth.

06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.