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Feb192024

Tax Changes Are Coming – Part 1

Financial Education, Personal FinanceBy Kristi SullivanFebruary 19, 2024

Ahhh, sunsets.  The word conjures beauty, peace, and signals that it’s time to rest after a busy day. Unless you are a CPA.  For those poor suckers, sunsets have them stressing over – eeeek – changing tax laws.  Specifically, the…

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Feb122024

Three Methods for Combining Finances with a Partner

Families and FinanceBy Kristi SullivanFebruary 12, 2024

Maybe on Valentine’s Day you made a loving commitment to take your relationship to the next level.  Could be engagement, buying a house together, or sharing an abode.  The more you commit to a person, the more you commit to…

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Feb52024

Valentine’s Day Cocktail and Mocktail Recipes (video of me making and drinking a cocktail)

Fun StuffBy Kristi SullivanFebruary 5, 2024

It’s not all boring finance around here!  Enjoy a festive drink idea in honor of St. Valentine.   Cocktail – Love Potion Martini Ingredients: 2 oz vodka 1 oz raspberry liqueur ½ oz fresh lemon juice ½ oz simple syrup…

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Jan292024

Fighting About Money with Your Sweetie? Read These 3 Tips.

Families and Finance, Personal FinanceBy Kristi SullivanJanuary 29, 2024

“Because what are finances, really, besides an ongoing series of personal decisions?” ~ Quote from Team Lemonade.   I love this concept because it reminds us that money isn’t just numbers.  It’s a means to create a life that expresses…

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Jan222024

To Convert or Not to Convert? That is the Question.

Financial Education, Retirement SavingsBy Kristi SullivanJanuary 22, 2024

No, not religions, although after the holidays spent with warring family factions, some people do question their faith. Last week, I explained the basics of Roth conversions.  For a little more detail, here are some pros and cons making this…

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Jan152024

WTF (What the Finance) is a Roth Conversion?

Financial Education, Retirement SavingsBy Kristi SullivanJanuary 15, 2024

Hello, Cart!  You seem to be in front of my horse.  In looking at my newsletter archives (because I’ve read all of the Agatha Christie mysteries twice and needed something exciting to fill the void), it looks like I’ve addressed…

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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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