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]
May 5, 2020 By
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]
May 4, 2020 By
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]
April 28, 2020 By
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]
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