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…
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Can I Maintain My Lifestyle After Selling My Business?
By Michael G. Skowfoe Like many business owners, you’ve probably spent a lifetime with your head down, focused on building enterprise value. This focus may have come at the cost of focusing on your personal…
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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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What Can I Do for My Personal Finances Before Selling My Business?
By Michael G. Skowfoe You may be wondering what to do before selling a business when it comes to your personal finances. There are key areas that we’ll touch on in this article, including your…
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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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How Much Do I Need to Sell My Business For?
By Michael G. Skowfoe Selling a business isn’t just about the sale price—it’s about how much you walk away with in your wallet. Selling a business is usually one of the most significant transactions—if not…
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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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“I’m Ready to Sell My Business—Now What?”Your 7-Step Roadmap to Comfortably Selling Your Business
Congratulations on deciding to sell your business. While you have several steps ahead of you, if you’re thinking, “I’m ready to sell my business,” then you’re already ahead in the game. Being proactive, rather than…
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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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