Cryptocurrencies continue to generate headlines and questions. This article takes a closer look at digital assets, specifically through the lens of investment strategy: how they fit (or don’t) within a well-diversified portfolio. The investment world…
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May Newsletter | Withdrawal Strategies
One of the most frequently discussed topics among those nearing or in retirement is how to create an effective withdrawal strategy. A common approach to retirement withdrawals is to tap into the most liquid assets…
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Tax Filing Considerations | Fortress Wealth Planning
As tax day approaches for those filing by April 15, it’s important to start preparing if you haven’t already—especially for those who won’t be filing extensions. Whether you’re self-filing or relying on a tax professional,…
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Financial War Chest: What is it and why is it so valuable?
By Eileen Ortega, CTFA As I suspect most would agree, the past few years have felt like a roller coaster ride, from a pandemic to global and domestic crises of many kinds. Our discomfort from…
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How to Protect Yourself from Scammers, “Friends,” and Family Members
By Eileen Ortega, CTFA Of late, it feels like I am inundated with scam emails “urgently” telling me that I need to provide my updated credit card on an account, or that an account that…
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How to File Life Insurance Claims After the Death of Your Spouse
By Eileen Ortega, CTFA Throughout our lifetimes, we wrestle with decisions around life insurance. We often insure ourselves and our spouses through our employer, in addition to policies we purchase outside of our employment, to…
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Financial Life Planning from A-Z (part 1)
Everything in life begins with change. Change is one of the only certainties in this life, and our ability to navigate change is critical for our survival. Ok, perhaps survival is dramatic, but it is indeed…
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Helping Each Other During Stressful Times
Over the weekend I listened to a radio program discussing the significant gap in the impact the pandemic has had on men and women navigating a stay at home mandate. Admittedly, the program focused on…
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College Education Funding: Comparing an UTMA to a 529 Plan
College education costs have experienced significant increases over the last several years, and show no signs of slowing. This highlights the importance to parents and grandparents to start saving as early as possible for their…
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Helping with the loss of a loved one and the importance of what we DO versus what we SAY
Over the past 30 years, I have both experienced and helped others to cope with the loss of a loved one. As anyone who has suffered loss can attest, there is no way to anticipate how someone…
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