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 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 Widows Can Set New Life Goals
By Eileen Ortega, CTFA Losing a spouse is devastating. Period. Sometimes there has been a long illness, which has given you time to brace yourself for the inevitable. But other times, it is completely unexpected….
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How Widows Can Understand Their Financial Plan Without Becoming an “Expert”
By Eileen Ortega, CTFA For most couples, each partner assumes certain “roles” in the relationship, whether it be the primary caregiver for the children, primary breadwinner, family “CFO,” or otherwise. These roles develop out of…
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How Organizing Your Finances Can Help You Gain Control After a Spouse Dies
By Eileen Ortega, CTFA A common feeling among the widows I’ve helped over the years is the anxiety that comes soon after losing their spouse. Initially, the feeling is heartbreak, followed by all that comes…
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How to Apply for Social Security, Including Widows Benefits
by Eileen Ortega, CTFA Take a look at this quote from a New York Times story on why older women face greater financial hardship than men: “A recent AARP survey found that almost 30 percent of women…
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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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