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.

[Part II of a two-part article] Part One: Financially Helping Adult Children: When and How to Teach Independence How do you help launch your adult child to financial independence? We’ve put together some tips for being the supportive parents youREAD MORE

Teaching your children to be financially independent is no easy feat. It wasn’t that long ago that most children grew up with a clear expectation: When they turned 18, they would be out of the house and on their ownREAD MORE

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

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