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Karen Altfest

author Image Karen C. Altfest, Ph.D., CFP, is a principal advisor and executive vice president of client relations at Altfest Personal Wealth Management, a fee-only financial planning and investment management firm founded in 1983 and based in New York City. She is a frequent speaker on the subject of women and money, and conducts educational seminars for female clients, recent widows and people looking to retire.


Articles by this Author


  1. Surviving a Loss: Smart Steps for Coping With Widowhood image

    Features »

    Surviving a Loss: Smart Steps for Coping With Widowhood

    If you have recently lost your spouse, you are confronting many changes. Because financial planning at this stage involves both a person's emotional state and financial state, many widows are pushed to make unwise decisions, or to make changes before they are ready. Smart steps for widows to take when the time is right.

    August 2009 | Journal

  2. Portfolio Strategies »

    Due Diligence: 10 Steps to Avoiding Ponzi Schemes and Financial Fraud

    The uncovering of Bernie Madoff's Ponzi scheme, and the fraud committed by several other financial hucksters, highlights the importance of asking the right questions before selecting an advisor or participating in an investment. Ten questions to ask, and red flag warning signs of the potential for trouble.

    April 2009 | Journal

  3. Portfolio Makeover »

    A Full Financial Planning Plate: Kids, Parents and Retirement

    A couple in the "sandwich generation" faces financial concerns ranging from aging parents, children not yet in their teens, and their own financial support when they retire. A financial planner gives advice on juggling these concerns.

    October 2003 | Journal

  4. Retirement Planning »

    Surviving A Loss: Smart Steps for Coping With Widowhood

    If you have recently lost your spouse, you are confronting many changes. Because financial planning at this stage involves both a person's emotional state and financial state, many widows are pushed to make unwise decisions, or to make changes before they are ready. Smart steps for widows to take when the time is right.

    | Evergreen