In this episode of AICPA’s (American Institute of CPAs) podcast, Sheila Padden shared her experience with the retainer fee model for her client’s financial planning. Other CPAs also share their perspectives.
July 18, 2019 By
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Padden Financial Planning
Sheila P. Padden CPA, CFP®
10422 S. Longwood Dr.
Chicago, Illinois 60643
773-718-3218
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Quoted at WSJ.com: Talking about Retirement Savings with Your Spouse
May 28, 2021
Sheila shared her perspective about the tensions that can arise when markets are volatile and spouses have differing risk tolerances. This common issue was spotlighted in a recent article posted at The Wall Street Journal. [More]
FinancialPlanning discusses RIA custody service changes. Sheila Padden weighs in.
April 12, 2021
A recent article by Jessica Mathews at FinancialPlanning describes a changing landscape for RIAs (Registered Investment Advisors) when choosing an asset custodial service. Charles Schwab, the largest player in the market had some service speed bumps to overcome during its merger with TD Ameritrade. [More]
Quoted at Barron’s: How a “cash stash” can offer retirees peace of mind
March 11, 2021
A recent article at Barron’s spotlights how a Padden Financial client benefits from having a “cash stash” for peace of mind amid gyrating markets. [More]
Investment advisory products and services are offered through advisory representatives of Padden Financial Planning, LLC, an investment advisor registered with State of Illinois.
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