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]
January 19, 2021 By
Featured at Bankrate.com: 5 steps to take with your money in 2021
January is always a great time to review your money management strategies, especially so this year. Along with advice from other financial pros, my take was spotlighted in a recent post at Bankrate.com, listing five recommended steps to take for 2021. [More]
December 7, 2020 By
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]
October 27, 2020 By
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]
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