A Roth IRA can be a great savings vehicle for retirement. Once money is in a Roth IRA, it grows tax-free and distributions from the account are not taxed. The tricky part is getting money into a Roth IRA. ThereREAD MORE
Author: Teresa Kakadelas
Teresa Kakadelas, CFP®, CDFA™ is a lead advisor and a member of the firm’s Executive Committee. Teresa heads up the firm’s Financial Planning Team, continually identifying and helping solve financial planning issues for clients. Teresa started the firm’s “Wise Women” luncheons, designed to help clients with financial education. Teresa and her family live in Carlsbad. She enjoys traveling, cooking and spending time with her family.
Social distancing is a sound practice for combating the spread of COVID-19, but it can leave you feeling lonely and isolated. Not only is isolation detrimental to our mental and physical health, but it can also have financial consequences. TheREAD MORE
The last few months have been an unsettling time, with so many unknowns about the COVID-19 pandemic we are experiencing. It is a perfect time for scammers to prey on people that are more vulnerable than normal. These fraudsters useREAD MORE
Having estate planning documents in place is important. It can bring you the peace of mind that comes with knowing your wishes will be fulfilled. It’s also important to assure that your assets will pass on the way you wantREAD MORE
It’s hard to see someone you care about go through a difficult life transition such as a divorce or the death of their spouse. We want to help ease their pain but we’re usually unsure of how to support them.READ MORE