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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.

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

Vacations are meant to be a break from everyday worries.  If an identity theft incident happens, it can quickly ruin a vacation.  Unfortunately, travelers can be an easy target for this type of theft since scammers know that travelers haveREAD MORE

At our recent Living Wisely educational luncheon, we discussed the subject of fostering a legacy of peace and harmony. A great wealth of information was shared by our panel of two attorneys and one private fiduciary.  Here are the topREAD MORE

Retirement can bring a new phase of life that can be freeing and rewarding. It can also bring its share of uncertainties and unknowns. One of the biggest fears for retirees is whether they will outlive their money. While manyREAD MORE

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