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….
There’s only so much lecturing I can do about budgeting so you can save for longer term goals. So, I brought in someone else to do the lecturing for me! Carol Craigie, CFP ®, is the Managing Partner of Fiscal Fitness Clubs of America. Below, some budget friendly and FUN ideas for creatively celebrating the…
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…
What if instead of heading home for the holidays, you need to sell your home for the holidays? For this week’s edition, I went to real estate expert Renee Cohen of Coldwell Banker to find out if selling a house during this season is a good idea. What are the misconceptions about the times…
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…
Ah, the holidays. A time when you want to spend more money than usual, but your bills and paycheck stay the same. According to the ubiquitous ads on the radio, you should be refinancing your mortgage and all of your financial dreams will come true. Is this really the case? I went to mortgage…
Read it if you can! I can only seem to find this article in photograph form, but it justifies all of my shopping trips, so I wanted to share. Click here for more.
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…
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