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Nov272023

While Visions of Truffles Danced in Their Heads

Fun StuffBy Kristi SullivanNovember 27, 2023

Today, I’m happy to turn the blog over to Tam John, a nutritionist who specializes in Personalized Functional Nutritional Therapy to balance your blood sugar naturally with food.  Take it away Tam! Don’t let the fluff of the holiday gatherings’…

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Nov202023

Five Funny Quotes About Thanksgiving

Fun StuffBy Kristi SullivanNovember 20, 2023

Your eating won’t be light today, so the blog content is.  Enjoy a quick laugh and best wishes from me for a joyful Thanksgiving.   “May your stuffing be tasty. May your turkey be plump. May your potatoes and gravy…

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Nov132023

Pros and Cons of Leaving a Vacation Home to Heirs

Families and FinanceBy Kristi SullivanNovember 13, 2023

You can picture it now: Gathered around the warm fire, drinking hot chocolate with your grandkids, everyone’s cheeks red from a lovely day of skiing.  Or maybe gathered around the barbque on your deck overlooking the Gulf of Mexico, watching…

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Nov62023

Pros and Cons of Buying a Vacation Home

Fun StuffBy Kristi SullivanNovember 6, 2023

Sure, you are probably looking more for stocking stuffers than a mountain chalet right now.  But, if the onset of ski season has you hankering for a refuge from Saturday morning gridlock, read on for a fast list of what’s…

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Oct302023

Hope Mouton’s Sweet Potatoes for Your Thanksgiving Table

Fun StuffBy Kristi SullivanOctober 30, 2023

As you are deciding who is bringing what to the Thanksgiving feast, here is an easy, delicious take on sweet potatoes that you can volunteer to bring. This recipe is from my grandmother, Hope Mouton, and has some slightly vague…

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Oct232023

To Roll or Not to Roll?

Financial Education, Retirement SavingsBy Kristi SullivanOctober 23, 2023

Get your minds out of the marijuana plant.  I’m not talking about that type of rolling.  Rather, the pros and cons of rolling your old 401k/403b plans into a Rollover IRA. Generally, I say YES, you should move money out…

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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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