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
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.
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
In times past, spring signaled an opportunity to make a home fresh again. The inside of a house became sooty and dirty from being shut tight and heated with coal and wood all winter. Everything was pulled out of theREAD MORE
The San Diego region is known as one of the most generous communities nationwide. In fact, Charity Navigator named San Diego America’s Most Charitable City. Wise charitable giving helps ensure our generous gifts count and make a difference. But asREAD MORE
When planning estates, most tend to focus on the big tickets items such as the house and investments. These items are important but it’s also important to include estate personal property that will be passed on to your heirs. OftenREAD MORE