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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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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