It’s 2022 and life is busier than ever. As society normalizes after the COVID pandemic, people all over the world are resettling back into a life of commutes, time in the office (and away from home), and the hustle andREAD 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.
After years of arduous medical training, many young physicians are eager to celebrate their new career with the purchase of their first home. The high amount of debt and low savings could make this dream discouragingly out of reach—banks typicallyREAD MORE
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