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]

Sheila Featured on AICPA’s Podcast: “The 3 Rs of The Retainer Model”

In this episode of AICPA’s (American Institute of CPAs) podcast, Sheila Padden shared her experience with the retainer fee model for her clients’ financial planning. Other CPAs also share their perspectives. [More]