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May242021

Uh-Oh, Robinhood-ers! Sheriff Nottingham is Coming for His Taxes!

Financial Education, UncategorizedBy Kristi SullivanMay 24, 2021

The only thing I like about this whole Robinhood trading platform is how much it makes me think of my favorite Disney movie, the 1973 animated classic Robin Hood!  And who is the bad guy?  Watch for a little reminder.…

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May172021

Summertiiime…And the Financial Planning is Eeeeasyyyyy

Personal FinanceBy Kristi SullivanMay 17, 2021

No, the title is not a typo.  Click here if you need a reminder of a classic tune.   Now that you are singing, here are three reasons why summer is a great time to do financial planning.   Financial…

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May102021

Three Tips in Three Words for When the Stock Market Drops

Investment Education, Personal FinanceBy Kristi SullivanMay 10, 2021

When is the best time to plan for a stock market dip?  When the stock market is going up.  No fancy language today!  Just three easy reminders of what to do when you see your account balance take a big…

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May32021

Who’s Afraid of Big Bad Medical Insurance?

Financial EducationBy Kristi SullivanMay 3, 2021

Know what one of the best parts of being a financial planner is?  Making friends with other fantastic financial planners!  Today, I am excited to introduce you to Addie McHale, CFP ® of Moneyfull.  Addie is an expert on navigating…

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Apr262021

Three Ideas for Charitable Gifting

Financial Education, Personal FinanceBy Kristi SullivanApril 26, 2021

The bad news is, well, there is a lot of bad news.  The good news is that when there is a lot of bad news, Americans can be counted on to step up and help each other.   Our intentions…

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Apr192021

Can’t My Savings Make More Money?

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanApril 19, 2021

Ultra-low interest rates present a dilemma:  Great for borrowers (both companies and individuals), potentially great for the stock market, but terrible for people who need risk free savings for emergencies or retirement income.   Unfortunately, if you need your money…

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