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.

Twenty-first century America is a nation of job-hoppers. According to the U.S. Bureau of Labor Statistics, the average American holds 12 jobs in their lifetime. The concept of retiring after 40 years with one company, taking home a pension andREAD MORE

A Roth IRA can be a great savings vehicle for retirement. Once money is in a Roth IRA, it grows tax-free and distributions from the account are not taxed. The tricky part is getting money into a Roth IRA. ThereREAD MORE

Social distancing is a sound practice for combating the spread of COVID-19, but it can leave you feeling lonely and isolated. Not only is isolation detrimental to our mental and physical health, but it can also have financial consequences. TheREAD MORE

The last few months have been an unsettling time, with so many unknowns about the COVID-19 pandemic we are experiencing. It is a perfect time for scammers to prey on people that are more vulnerable than normal.     These fraudsters useREAD MORE

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

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