As an investor, it’s easy to get overwhelmed by the volume of paperwork you receive for your accounts. Account statements, prospectuses, annual reports and statements of additional information are just a few of the items that may appear in yourREAD 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.
As senior family members age, it can be a time of uncertainty. Whether sudden or gradual, changes in the senior’s health can leave the family scrambling to coordinate caregivers, medical treatment and financial matters. A good support team can beREAD MORE
Phishing, pharming, pretexting, smishing – these are words that weren’t even in our vocabulary 10 years ago. These new words have been developed to describe different forms or methods of common financial scams. With financial scams being called the “crimeREAD MORE