If I Made Candy Hearts

Ask any of my husbands, romance is not a core strength of mine.  On the other hand, I am great at eating Valentine’s candy.  It got me thinking, how can I combine my love of giving financial advice with the upcoming Hallmark holiday?  Short, sweet advice in three words or less on candy hearts?  Yes!

 

#1 – Save Early

#2 – Don’t panic sell

#3 – 3-month ER Fund

#4 – Live Within Means

#5 – Save Every Month

#6 – Retirement before College

#7 – No CC Debt

#8 – No Bitcoin

#9 – Low Investment Expenses

#10 – Budget for Chocolate

 

See, personal finance isn’t hard!  Any sweetheart can do it.

 

 

Share this post
Facebook
Twitter
LinkedIn
Picture of Kristi Sullivan

Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.