Financial Planner

Kristi’s Quotes: Giving the Gift of Financial Well-Being

This one came out around Christmas from Fox Business, but it’s a concept worth thinking about whenever gift-giving opportunities arise.   While it’s long been possible to hand out cash, buy stock or contribute to college savings plans, financial institutions and retailers are making it easier to bestow a gift with lasting value. Among them…

Financial Planner

Kristi’s Quotes: Liz Weston Asks about Kids and Money

Who was interviewed by Liz Weston with the Associated Press? Me, that’s who!   Financial planners and credit counselors see plenty of examples. The grown son who lost a job, moved home and stopped looking for work. The daughter who constantly mismanaged her checking account — and turned to payday lenders when parents stopped covering…