Best personal finance books – Sheila’s pick quoted in Bankrate.com article

Bankrate.com recently posted a list of the top 7 best personal finance books, according to experts. The list, by Bankrate’s David McMillin, featured the reading suggestions of top financial planners, including Sheila Padden. Her favorite? [More]

Medicare vs. Medicare Advantage: Navigating the Maze

As the annual open enrollment season is now upon us, many of my financial planning clients over 65 are reviewing their Medicare options for 2021. I was recently quoted in a recent post at Financial Planning Magazine that tackles the common traditional Medicare vs. Medicare Advantage dilemma that many retirees face. [More]

Social Distancing: How Are We All Doing?

The Notre Dame Senior Alumni Newsletter recently featured a discussion about social distancing, with news and quotes from Alumni about our new “normal”.  Happily, my new status as a grandmother to twins was mentioned, along with my comment about my experience about the lockdown. [More]

The need for comprehensive financial planning, not just advice

PlanAdviser.com recently featured a post discussing the value of a comprehensive financial planning strategy, instead of just advice. The article by Lee Barney, discusses the full context of financial and life circumstances that should play a central role in financial planning. Padden Financial Planning’s Sheila Padden offered her unique perspective on this subject as a Board Member for the Alliance of Comprehensive Planners (ACP), an organization of holistic fee-only financial planners.  [More]

Sheila discusses intergenerational asset transfers in a recent Financial-Planning.com post

Padden Financial Planning’s Sheila Padden was recently quoted at FinancialPlanning.com, in an article discussing smart ways to gift assets in a tax-advantaged way. [More]

A practical example of the value of holistic financial planning

Kiplinger’s website recently posted an article about the annual health insurance open enrollment period, and how there may be more policy options available for 2020. The article, by Lisa Gerstner, spotlighted the many considerations that can weigh on this important financial decision.  [More]