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 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 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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Why You Will Take a Greater Financial Hit in Divorce Than Your Ex-Husband
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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