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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.

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

As Baby Boomers start to approach their “Golden Years,” housing is one of the more challenging issues to plan for. Most senior citizens prefer “Aging in Place” in their own home. However, medical, safety, and economic concerns may make stayingREAD MORE

Divorce can trigger many unsettling, uncomfortable and frightening feelings and emotions. Whether you were blindsided by the news that your husband wants a divorce, or you’ve been thinking for some time about ending the marriage yourself, it’s likely you’re experiencingREAD MORE

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