Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to achieve, things we want to change about ourselves. That’s why we have the New Year’s resolution. Wavering in our resolve is also part of being human, which is why New…
CNBC.com says: When people reach their 50s, a common realization is how close retirement is getting — and how far they are from having enough money to enjoy life after work. While they know more of their money should end up in their 401(k) plans or individual retirement accounts, the path to get it there…
Kristi Sullivan, owner of Sullivan Financial Planning, hasn’t had any clients asking her about wine investing yet, but she would likely steer them in a different direction. “I think of wine collecting as more of a hobby than an investment,” she said. Click here for more….
Being that it’s the New Year and everyone is talking about their goals and desires, it’s the perfect time to have the talk. Don’t let the opportunity slip by to discuss your parents’ expectations, should illness arrive. Find out if they have advance directives – documents that spell out what treatment they would and would…
During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and can lose touch with their [accounts],” said Kristi Sullivan, a certified financial planner and owner…
Kristi Sullivan says all you need to know about common holiday family dynamics is in the movie National Lampoon’s Christmas Vacation. “It has all of the elements: The pressure of putting on the perfect family holiday; feeling like you’ve overspent on gifts, entertaining, décor, and travel; personal space squeezed by guests crammed into your house; Cousin Eddie…
During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and can lose touch with their [accounts],” said Kristi Sullivan, a certified financial planner and owner…
While it may be tempting to drop certain commitments and handle all of the caregiving needs alone, it can sometimes have devastating effects on an adult child professionally, personally, and financially. According to the Family Caregiver Alliance, more caregivers are hospitalized due to burnout and stress-related illness than from worsening medical conditions, simply because they…
It took almost two years for Gretchen Stangier, president of Stangier Wealth Management in Portland, Oregon, to find the right hire. But, she says, the effort has paid off in flexibility, the option of taking on clients with lower minimums, business continuity and a built-in sales plan when she’s ready to retire. But Sullivan Financial…
The markets may continue to climb for a while before they reverse direction, but a retraction from their current highs is inevitable. Novice investors who are chasing returns may get caught in the wake of the correction when it happens. Many financial advisors are now moving their clients into defensive positions using derivatives or other…
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