Marcum Financial Services quotes Kristi on the 10 Steps to Achieve Your Retirement Goals. From Social Security to saving, these tips can help make your money last. Everybody wants to be safe from the buffeting that life can inflict upon retirement plans – to have the financial resilience to bounce back when things go…
Happy almost 2017! Below is my annual financial to-do list to help you achieve a more prosperous balance sheet in the New Year. 1: Use an online tool or app to track your spending. Try to cut one discretionary category (eating out, birthday gifts, vacations) by 10% and save that money for retirement or…
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…
Let’s face it there are just some traits you are born with. For example, you are either a runner or not a runner. I fall firmly in the not runner camp. You are a dog/cat/reptile/no-pet person. You are a saver or a spender. You are a morning person or a night owl. You are an…
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…
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