As the pace of modern society quickens, people are just busier. This busyness can easily overtake your time, your money and ultimately your happiness. Nowhere is that more true than with your finances. As we accumulate more wealth, our financesREAD 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.
Technology is becoming more and more entrenched in American life. While older adults have been slower to adopt new technologies, evidence has shown that once they integrate them into their lives, older adults view them as essential resources that positivelyREAD MORE
My husband and I are planning a trip to Germany in the fall. For me, part of the fun of going on a trip is planning it out ahead of time. I enjoy figuring out where to go, how toREAD MORE
[Part II of a two-part article] Part One: Financially Helping Adult Children: When and How to Teach Independence How do you help launch your adult child to financial independence? We’ve put together some tips for being the supportive parents youREAD MORE
Teaching your children to be financially independent is no easy feat. It wasn’t that long ago that most children grew up with a clear expectation: When they turned 18, they would be out of the house and on their ownREAD MORE