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Dec82020

Get the Heck Outta Town!

Fun StuffBy Kristi SullivanDecember 8, 2020

Anyone but me ready to wave goodbye to your house for a week or two?  This week I’m pleased to interview Jayne Evert, travel expert extraordinaire, and owner of Go Travel With Jayne to discuss travel trends and ideas for…

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Nov302020

Longevity Annuities or 5 Funny Tweets About 2020 Gratitude and A Recipe

Fun StuffBy Kristi SullivanNovember 30, 2020

If you don’t laugh, you may cry.  As there have been many opportunities to make that choice this year, let me make the first option a little easier.  Herewith, 5 funny tweets about 2020 and 1 recipe to bring to…

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Nov232020

WTF (What the Finance) is a State Mandated Retirement Plan?

Personal Finance, Retirement SavingsBy Kristi SullivanNovember 23, 2020

Think all workers can participate in a retirement plan?  Think again!  According to a 2019 study by the Pension Rights Center* out of 139 million full and part-time workers, only 56% are participating in a work sponsored retirement plan.  Only…

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Nov162020

Real Estate Attorneys and The People Who Need Them

College Planning, Families and Finance, Financial EducationBy Kristi SullivanNovember 16, 2020

This week I am thrilled to interview real estate attorney and fellow volunteer Jill Klancke of Klancke and Cook Attorneys at Law.   Jill’s bio and contact information follows the interview, but for the sake of newsletter formatting I want…

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Nov92020

Sneaking In The Back Door

Financial Education, Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanNovember 9, 2020

Have Suze Orman, Jim Kramer, or Dave Ramsay ever encouraged you to use the back door?  No, not a sexy affair with a finance celebrity!  I’m talking about a Backdoor Roth Contribution.   First, some basics Roth IRAs allow you…

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Nov22020

It’s Been a Record Year!

Fun StuffBy Kristi SullivanNovember 2, 2020

Ah, 2020.  In hindsight, it won’t seem so bad. Or it will.  Who knows, but here are some new milestones we have reached so far this year.  These are in no particular order and you can decide if they are…

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