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health

Getting Through the Holidays with your Health and Wealth Intact!

UncategorizedBy Kristi SullivanNovember 9, 2017

Readers of this blog know I love to draw parallels between personal finance and food. Example:  Target Date Funds = Crock Pot meals.  Not gourmet, but consistent, easy, low cost, and usually a decent result at the end. Imagine my delight when I met Certified Nutritionist Tamara John and she was willing to contribute to…

charitable donation

Required Minimum Distribution: Make a tax-savvy charitable donation.

UncategorizedBy Kristi SullivanNovember 2, 2017

It’s that time of year again. Year-end is coming up and many of my readers will be moving money out of their Individual Retirement Accounts (IRAs) to satisfy the IRS Required Minimum Distribution (RMD).  Whether you need the money to spend or not, the IRS makes those who are age 70 ½ and older take…

halloween

Five Funny Quotes About Halloween – and One Sweet Financial Tip

UncategorizedBy Kristi SullivanOctober 26, 2017

I learned something the other day. I learned that Jehovah’s Witnesses do not celebrate Halloween. I guess they don’t like strangers going up to their door and annoying them.               – Bruce Clark   If I’m lazy and I can’t come up with a costume, I would just wear a slip and write ‘Freudian’ on…

scare

From Lattes to Private School: Five things that scare me.

UncategorizedBy Kristi SullivanOctober 19, 2017

Fun fall facts mixed in with a few other things that scare me!   I. A 16-ounce Pumpkin Spice Latte from Starbucks has 450 calories and 25 grams of fat.  On the plus side, it also contains 20% of your daily calcium allowance.   II. If the candy corn kernels purchased each year were laid…

bad investor

Afraid You are a Bad Investor? You are!

UncategorizedBy Kristi SullivanOctober 12, 2017

What have you done???   That’s right, I said it.  You, and you, and you, and you (picture me pointing around a crowded room) are a BAD investor.  And it isn’t your fault.  As Lady Gaga says, “Baby, you were born this way.”   There is good news and bad news here.  Our brains are…

greed

It’s October – Time to talk about Fear (and Greed)

UncategorizedBy Kristi SullivanOctober 6, 2017

It’s October and my theme of the month will be fear.  And maybe a secondary theme of pumpkin spice.  We’ll have to see.   An old saying is that fear and greed are the two emotions that drive investing decisions.  However, most investors will tell you they don’t let emotions rule their investment decisions.  Yeah,…

emergency

Are You Prepared for an Emergency?

UncategorizedBy Kristi SullivanSeptember 28, 2017

Are you ready? This rough hurricane season has brought on a whole host of articles and TV shows about how to prepare in advance for an emergency or natural disaster.  One focus has been on having a ready packed bag to take with you to your roof (or boat, or shelter) in case you need…

financial scams

Don’t Fall for It: Financial Scams to Watch Out For

UncategorizedBy Kristi SullivanSeptember 21, 2017

Fall is here and while it’s many people’s favorite season, don’t let the cooler weather distract you from protecting your money.  Here are some popular financial scams being perpetrated this year:   IRS Scam Someone from the IRS calls you and claims you owe income tax.  If you don’t pay immediately, you will be arrested…

financial mistakes

Fumble! Giant Financial Mistakes Made by NFL Players

UncategorizedBy Kristi SullivanSeptember 13, 2017

Football season is in full swing.  Since I will have no contact with my husband until February, I now have plenty of time to write blogs!   I’ve often thought there would be no worse job in the world than financial planner to professional athletes (or Johnny Depp).  Young people surrounded by moochers and hangers-on…

The SFP Vlog: The Importance of Insurance

UncategorizedBy Kristi SullivanSeptember 7, 2017
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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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