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.

In times past, spring signaled an opportunity to make a home fresh again. The inside of a house became sooty and dirty from being shut tight and heated with coal and wood all winter. Everything was pulled out of theREAD MORE

The San Diego region is known as one of the most generous communities nationwide. In fact, Charity Navigator named San Diego America’s Most Charitable City. Wise charitable giving helps ensure our generous gifts count and make a difference. But asREAD MORE

When planning estates, most tend to focus on the big tickets items such as the house and investments. These items are important but it’s also important to include estate personal property that will be passed on to your heirs. OftenREAD MORE

We all hear stories of celebrities such as Prince dying without proper estate documents. It’s natural to wonder how they could be so irresponsible. But estate problems are not limited to irresponsible people. In fact, even people who had aREAD MORE

In the first part of this series, Simplifying Your Finances: Less Accounts = Less Worries, I discussed how consolidating many accounts into fewer accounts can bring immediate and gratifying results. Consolidating accounts is a great first step in simplifying yourREAD MORE