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]

Sheila Padden Shares Views on The Retirement Crisis

Do we face a retirement crisis? Most Americans may struggle financially in their golden years and clients report their biggest retirement concerns are healthcare and longevity. In this video, Steve Wendel of Morningstar and Advisor Sheila Padden share their experience with this important issue. [More]

Biggest Retirement Risks: Healthcare Costs, Longevity

I was recently interviewed briefly by Investius News about the impending retirement crisis. The video, posted on the Advisor Perspectives website, spotlights advisors’ views on what their clients see as the biggest risks to their retirement plans.  [More]

Interviewed by Marie Swift at the 2019 Morningstar Conference

I was recently interviewed by Marie Swift at the 2019 Morningstar Conference in Chicago (video)… [More]

Featured in The Kinder Institute of Life Planning Blog: Money and Meaning

I was recently included in the The Kinder Institute’s blog, Money and Meaning, in a post about how financial planners (good ones) take into account their client’s personal life goals into their financial game plan. [More]