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Apr282025

Back to Basics

Personal FinanceBy Kristi SullivanApril 28, 2025

Sometimes it’s nice to just revisit the basics of good #personalfinance.  This could be a refresher for you or something to talk to your kids about.   This is a quick list of what to do (in order) if you…

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Apr212025

What Happens if Social Security Goes Broke?

Financial EducationBy Kristi SullivanApril 21, 2025

With the current uncertainty about every single thing happening with the federal government, a question I get asked a lot is what I think will happen to Social Security. While I do believe reducing Social Security would be difficult to…

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Apr142025

Five Funny Quotes about Easter

Fun StuffBy Kristi SullivanApril 14, 2025

Sure, religious holidays shouldn’t be made fun of.  But let’s face it, the idea of a well-dressed giant rabbit hiding eggs (at $1.10 per pop!) all over your yard is an easy target for comedians.   “I lied on my…

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Apr72025

Will I Live to 100?

Fun StuffBy Kristi SullivanApril 7, 2025

I read an interesting article about the factors that might contribute to people living to age 100.  For grins (or maybe “grims”) here are how some of the study findings apply to me. Why is this important?  Well, if I’m…

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Mar242025

Where Should I Keep my Cash Stash?

Financial Education, Personal FinanceBy Kristi SullivanMarch 24, 2025

Ever since the Global Financial Crisis of 2008, the US Federal Reserve kept interest rates at nearly 0% to stimulate the economy.  As a result, safe money (cash you held for emergency funds or short-term needs) earned no interest whether…

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Mar172025

Should you consider inheritance as part of your retirement plan?

Families and Finance, Personal Finance, Retirement SavingsBy Kristi SullivanMarch 17, 2025

I’m trying to think of an expression, like “counting your chickens before the eggs hatch” that applies to considering inheritance as part of your financial plan.  Or maybe, with egg prices what they are, we are just hoping to inherit…

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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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