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extra income

Find yourself with a little extra income? Here’s my suggestion.

UncategorizedBy Kristi SullivanJuly 27, 2017

From Investopedia   I’m a 26-year-old professional with a 401(k), a Roth IRA, and a non- retirement account. I contribute enough to my 401(k) to get my employer’s match, and I try to max out my Roth IRA every year. But of those three accounts, where should my extra income be going? I’m not sure what’s…

back-to-school

What?? Back-to-School Time Already??

UncategorizedBy Kristi SullivanJuly 27, 2017

Where did the time go?   Yep, it’s the end of July, and the back-to-school sales are ramping up.  If you’re like me, you hate this kind of shopping. So I was delighted when, about 5 years ago, my son’s school offered Edu-Kits – everything required by the school in a box delivered to the…

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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