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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Some Important changes to Retirement Plans resulting from the CARES Act
COVID-19 has had a devastating impact on the lives of many individuals both physically and financially. In response to this pandemic, Congress recently passed and the President signed into law the Coronavirus Aid, Relief and…
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Zoom Etiquette: The New Guide to Professionalism?
Like many of you, I have spent the past two months learning the Art of Zoom Meetings. Somehow, it was uncomfortable at first, though I’m not sure why. I have no discomfort sitting across the…
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How to Help Parents, and Yourself, Live Better at 80, 90 and Beyond
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues…
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