As we march further into the new year, we wanted to provide a brief update on the quality services we are proud to offer. Every action we take is carefully calculated and considers an individual’s…
Read More
Is your Estate Plan part of your New Year’s Resolutions? It should be!
By Eileen Ortega, CTFA It is a New Year and many of us approach each New Year with a clean slate. There are countless bandwagons to jump onto such as starting an exercise regimen, joining…
Read More
How Do We Prevent Our Emotions from Derailing Our Financial Security?
By Eileen Ortega, CTFA Two years ago, as the pandemic infiltrated our lives, it brought with it a certain level of panic, or fear of the unknown if you will. As a result of the…
Read More
Why You Will Take a Greater Financial Hit in Divorce Than Your Ex-Husband
By Eileen Ortega, CTFA While it feels almost archaic to address the wage gap between men and women in 2022, it is, unfortunately, a problem that persists. The consequences impact women during their earning years…
Read More