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Our Clients
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Inflation Isn’t One Number—Why the 2.8% COLA Might Mislead You
wealth management, social security, inflation, budgeting Catherine Valega 10/29/25 wealth management, social security, inflation, budgeting Catherine Valega 10/29/25

Inflation Isn’t One Number—Why the 2.8% COLA Might Mislead You

Why the 2.8% Social Security COLA isn’t enough for everyone – how tracking regional inflation components helps you adjust spending and protect your wealth.”

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Financial Action Items for 🏃‍♀️Falling into Fall for Women and Women Business Owners 💪🏽
women, women business owners, financial planning, insurance, budgeting Catherine Valega 8/9/23 women, women business owners, financial planning, insurance, budgeting Catherine Valega 8/9/23

Financial Action Items for 🏃‍♀️Falling into Fall for Women and Women Business Owners 💪🏽

Financial action items for falling into fall, for women and women business owners.

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5 easy ways to honor EARTH 🌎 DAY and 5 top tips for Spring 🌷cleaning in your financial 🏡 house.
financial planning, budgeting Catherine Valega 4/20/22 financial planning, budgeting Catherine Valega 4/20/22

5 easy ways to honor EARTH 🌎 DAY and 5 top tips for Spring 🌷cleaning in your financial 🏡 house.

5 Easy Ways to honor Earth Day and 5 top tips for your Spring Financial House Cleaning

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Tips for Managing your Small Business through Trying Times
small business, independent women, entrepreneurs, budgeting Catherine Valega 8/14/20 small business, independent women, entrepreneurs, budgeting Catherine Valega 8/14/20

Tips for Managing your Small Business through Trying Times

Are you a woman-owned small business? Managing during trying times can be stressful. Review your receivables; diversify your revenue; scrutinize your outflows; market; talk to banker.

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