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What About the Post-Election Stock Market?

Financial NewsBy Kristi SullivanNovember 9, 2016

Well it’s over, and whether you are deliriously happy or in the depths of despair, you may be concerned about how your investments will react post-election.   As I have been saying all along, elections happen often, our president is only temporary, and your investment plan is a decades long process.  The world economy is…

Should You Talk Money Over The Turkey?

Families and FinanceBy Kristi SullivanNovember 9, 2016

“Thanksgiving is an emotional time.  People travel thousands of miles to be with people they see only once a year.  And then discover once a year is way too often.”  ~ Johnny Carson   Does this sound familiar?  What if this is the year that tough conversations need to take place with parents and siblings…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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