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
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.
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
It’s hard to see someone you care about go through a difficult life transition such as a divorce or the death of their spouse. We want to help ease their pain but we’re usually unsure of how to support them.READ MORE
Vacations are meant to be a break from everyday worries. If an identity theft incident happens, it can quickly ruin a vacation. Unfortunately, travelers can be an easy target for this type of theft since scammers know that travelers haveREAD MORE
At our recent Living Wisely educational luncheon, we discussed the subject of fostering a legacy of peace and harmony. A great wealth of information was shared by our panel of two attorneys and one private fiduciary. Here are the topREAD MORE