Coping with the loss of a spouse or partner may be one of the hardest challenges many of us face. In the midst of the loss and sadness, there can be a torrent of financial tasks and decisions to beREAD 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.
Once you decide to get married, you begin a long list of things to do. You need to find a date, a venue, a photographer, a cake. An item that is becoming more common to include on the “to do”READ MORE
No matter what our stage in life, hobbies are important. They can be food for our soul as well as nurture our spirit, restore our physical energy and renew our mind. In a new study by the Mayo Clinic, researchersREAD MORE
As an investor, it’s easy to get overwhelmed by the volume of paperwork you receive for your accounts. Account statements, prospectuses, annual reports and statements of additional information are just a few of the items that may appear in yourREAD MORE
As senior family members age, it can be a time of uncertainty. Whether sudden or gradual, changes in the senior’s health can leave the family scrambling to coordinate caregivers, medical treatment and financial matters. A good support team can beREAD MORE