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retiring

Thinking about retiring, but not sure if it’s time?

UncategorizedBy Kristi SullivanAugust 9, 2017

If you’re thinking about retiring, but not sure if it’s the right time, you’re not alone. In this article from Investopedia, 6 Signs You Are OK to Retire, I offered this advice:   From Investopedia   This may seem like a no-brainer, but many soon-to-be retirees simply forget to crunch the numbers. Before you ditch…

Financial Planners

Looking for a Career Change? The U.S. needs Financial Planners

UncategorizedBy Kristi SullivanAugust 9, 2017

Last week, I talked about the fear that financial planners have of being shoved out of our careers by robo-advisers.  This is kind of funny because the other gloom and doom projection for my industry is that we are woefully short of financial planners. So, which is it? Let’s take a look. According to an…

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