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…
I think this is the blog where I am supposed to gush about my wonderful family and brag to you about all of my successes in 2016. Gobble, gobble, who wants to read that? So, in no particular order: 1.The election is over, so I can quit coming up with excuses why I’m not…
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…
Well it’s over, and whether you are deliriously happy or in the depths of despair, you may be concerned about how your investments will react post-election. As I have been saying all along, elections happen often, our president is only temporary, and your investment plan is a decades long process. The world economy is…
“Thanksgiving is an emotional time. People travel thousands of miles to be with people they see only once a year. And then discover once a year is way too often.” ~ Johnny Carson Does this sound familiar? What if this is the year that tough conversations need to take place with parents and siblings…
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…
Well, another Election Day is coming up and I am thrilled. Why? Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote? Not exactly. The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…
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…
This time of year we celebrate our dearly departed by dressing up like gorillas and gorging on our kids’ hard won Halloween candy. But what happens when you actually pass on to the other side? Have you given thought to your send-off? Jamie Sarche, Director of Outreach and Pre-arranged Funeral Planning at Feldman Mortuary …
The Question: Do earnings drive stock prices? We end with a quote that best summarizes our current views on this topic. It’s from Kristi Sullivan, the owner of Sullivan Financial Planning: Click Here
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
