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
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.
We all hear stories of celebrities such as Prince dying without proper estate documents. It’s natural to wonder how they could be so irresponsible. But estate problems are not limited to irresponsible people. In fact, even people who had aREAD MORE
In the first part of this series, Simplifying Your Finances: Less Accounts = Less Worries, I discussed how consolidating many accounts into fewer accounts can bring immediate and gratifying results. Consolidating accounts is a great first step in simplifying yourREAD MORE
As the pace of modern society quickens, people are just busier. This busyness can easily overtake your time, your money and ultimately your happiness. Nowhere is that more true than with your finances. As we accumulate more wealth, our financesREAD MORE
Technology is becoming more and more entrenched in American life. While older adults have been slower to adopt new technologies, evidence has shown that once they integrate them into their lives, older adults view them as essential resources that positivelyREAD MORE