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…
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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…
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How Looking At History Can Help Our Financial Future
In ‘normal’ times, the best advice following a market decline is “Keep calm and carry on.” With all that is going on in the world right now, however, we might be thinking that this time…
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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…
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How to Rebuild Your Life: Financial Guidance After the Death of a Spouse
by Eileen Ortega, CTFA Introduction Over the past 30 years, I have both experienced loss and helped others cope with their losses, including the death of their spouse. As anyone who has suffered loss can…
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