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Dec202021

5 Surprising Items You Can Pay for With Your Health Savings Account

Financial Education, Personal FinanceBy Kristi SullivanDecember 20, 2021

If one of your 2022 resolutions (more on those next week) is to focus on your physical health, your financially healthy choices may help.  Health Savings Accounts (available to those participating in an H.S.A Qualified High Deductible health insurance plan)…

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Dec132021

5 Funny Quotes About the Holidays

Fun StuffBy Kristi SullivanDecember 13, 2021

“Santa Claus has the right idea. Visit people once a year.”—Victor Borge.   “Christmas is a baby shower that went totally overboard.”—Andy Borowitz.   “A Hanukkah miracle would be feeling confident that you spelled Hanukkah correctly” – anonymous   “Most…

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Dec62021

Three (and a half) Things to Know About Charitable Gifting

Financial Education, Personal FinanceBy Kristi SullivanDecember 6, 2021

For some reason, people tend to wait until just before year-end to do their big charitable gifts.  I’m no different, but I wish I were.  I guess it goes along with tax planning and maybe not knowing your financial situation…

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Nov292021

Surprise! Your Budget is Busted Again

Financial Education, Personal FinanceBy Kristi SullivanNovember 29, 2021

Just in time for holiday shopping, I want to discuss a new term I’ve learned:  Exceptional Accounting.  Thanks to an interesting podcast by Dr. Katy Milkman titled Expect the Unexpected, I now have a name for when people tell me…

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Nov222021

5 New Things I Learned at the FPA Symposium

Financial Education, Personal FinanceBy Kristi SullivanNovember 22, 2021

You might think that after 26 years in financial services I would know everything there is to know about personal finance.  Just kidding, of course you don’t think that and neither do I.  That’s why I try to attend the…

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Nov152021

5 Key Phrases to Use When Searching for a Financial Advisor

Financial EducationBy Kristi SullivanNovember 15, 2021

The bad news:  Financial advisors are not one-size fits all, so it takes a few calls to find the right one for you.  You may not need the same financial advice for all the phases of your life.  So, if…

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