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municipal bonds

Municipal Bonds – the right choice for you?

Financial EducationBy Kristi SullivanDecember 17, 2018

Often, when discussing bond investments, people bring the idea of using municipal bonds.  If the investments in question are in a non-retirement fund, this can make sense.  But, how do we evaluate it?   Let’s take a look First, some quick background.  Municipal bonds are loans from the public to municipalities such as cities, counties,…

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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