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]
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Padden Financial Planning
Sheila P. Padden CPA, CFP®
10422 S. Longwood Dr.
Chicago, Illinois 60643
773-718-3218
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Sheila Padden featured on ACP’s “Practical Wisdom” podcast
February 13, 2024
Sheila was spotlighted on the most recent episode of the Practical Wisdom podcast, from the Alliance of Comprehensive Planners (ACP). Listen now. [More]
Interview with Marie Swift, CEO of Impact Communications
October 31, 2023
Marie Swift, Founder and CEO of Impact Communications, recently interviewed Sheila and asked about important topics for financial planning, including the “fiduciary standard”, reducing money clutter and what clients should look for in a financial planner. Sheila also discussed her current role as president of the Alliance of Comprehensive Planners (ACP). [More]
Quoted in The Washington Post: Reducing Money Clutter
June 13, 2023
Liz Weston, writing for The Washington Post, recently spotlighted the issue of “money clutter” and how to reduce it. In the article, Ms. Weston surveys the top 5 ways to improve organization and reduce stress with recommendations from top financial advisors. [More]
Investment advisory products and services are offered through advisory representatives of Padden Financial Planning, LLC, an investment advisor registered with State of Illinois.
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